Tag categories

This article applies to:

Use tag categories to organize your tags. Example of some tag category names:

  • Customers
  • Prospects
  • Members
  • Events

Add Tag Categories

  1. Go to CRM > Settings > Tag Categories.

  2. Click on the Add Tag Category button. Note: You can also create a new tag category "on the fly" when adding a new tag.

  3. Enter the category name and description and click on the Save button.

Change Tag Categories

  1. To change a tag to a different tag category, find the tag and select a new category from the Category drop-down.

View Tags within Tag Category 

  1. Go to CRM > Settings > Tag Categories

  2. Click on a value greater than 0.

  3. View the list of tags with the given tag category.

Be Careful! When you delete a tag category, it is permanent. The tags assigned to it will be reassigned to the "Unnamed Category." You may want to update existing tags before you delete a tag category.

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