Apply or remove tags from a contact record

You can apply and remove tags from contact records. 

  1. While viewing a contact record, click the Tag tab.
  2. To apply a tag, select a tag from a drop-down and click Apply this Tag.

  3. If you want to create a new tag, click the Create a new Tag button (if your user permissions allow).
  4. To remove a tag, click the x.

  5. Click Save.