Tag categories

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.