Tag Manager

Tags can be managed from the Tag Manager area of your CRM. Go to Contacts > Tag Manager from here you can 



How to Add a New Tag

  • Go to Contacts > Tag Manager 
  • Click "Add New Tag" 
  • Type the name of your tag  and click Add

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How to Edit Tags

  • Go to Contacts > Tag Manager
  • Find the tag you would like to edit and click Edit Tag 
  • Make the edit to your tag then click Save
  • The edit will apply to all CIDs associaed with this tag 

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How to Merge Tags 

  • Go to Contacts > Tag Manager
  • Click the checkbox next to the tags you would like to Merge then click Merge Tags
  • You will have the option to 
    • (1) Select one of the existing tag names 
      • Select this option then choose an existing tag name and click Merge Tags 
    • (2) Create New Tag Name
      • Select this option then write in the name of your new tag 

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How to Delete Tags

  • Go to Contacts > Tag Manager
  • Click the checkbox next to the tags you would like to delete then click Delete.
  • An overlay will appear to confirm you would like to delete the tag(s). Click Delete Tag(s). All associated CIDs will no longer be linked to these tags.

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View Contacts

To view what contacts are associated with each tag: 

  • Go to Contacts > Tag Manager 
  • Find the name of the Tag and click View Contacts  
  • From the View Contacts page you can see the 
    • Associated CID
    • First & Last Name of the associated contact 
    • Business/Organization Name of the associated contact 
    • The date the tag was added to the associated contact


To remove a tag from an associated contact:

  • Click the check box in the Action column of the associated contact then click Remove Tag
  • An overlay will appear to confirm you would like to remove the tag(s). Click Remove Tag(s). All associated CIDs will no longer be linked to this tags.


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View Groups

To view what groups are associated with each tag: 

  • Go to Contacts > Tag Manager 
  • Find the name of the Tag and click View Groups
  • From the View Groups page you can see the 
    • Associated GPID
    • Group Name
    • The date the tag was added to the associated group


To remove a tag from an associated group:

  • Click the check box in the Action column of the associated contact then click Remove Tag
  • An overlay will appear to confirm you would like to remove the tag(s). Click Remove Tag(s). All associated GPIDs will no longer be linked to this tags.

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