How to manage tags

Edit, delete or merge tags using Tag Manager

Charlotte Cannon avatar
Written by Charlotte Cannon
Updated over a week ago

Please note - you will only be able to access Tag Manager on the web application and if you are an admin user.

Step by step

Click on the Settings cog in the bottom left hand corner of your account and click Tag manager. Displayed will be a list of all the tags created on the account.

To edit a tag, click Edit on the right hand side of the tag. Here you can change the tag name. This will update the tag name on the records it has been assigned to and update it in the list of tags.

To delete a tag, click Delete on the right hand side of the tag. This will remove the tag from the records it has been assigned to and remove it from the list of tags.

To merge tags, using the tick box select the tags you want to merge and click Merge tags in the top right hand corner.

You will be able to type in a new name for the tag and the previous tags will be removed from the record and list of tags. Click Save changes.

All tag activity will be displayed on the Activities tab and on the record history of the corresponding records.

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