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Tag
5 articles
How to Delete a Tag
How to Delete a Tag This article goes over the process of deleting a single tag or multiple tags at once in the system. 1. Go to the "Settings" located in the
1 min read
How to Update a Tag
How to Update a Tag This article goes over how to update a tag or change the name of a tag you already created in the system. 1. Go to "Settings" located in th
1 min read
How to Create a New Tag Inside a Workflow
How to Create a New Tag Inside a Workflow Creating a New Tag in Workflow 1. Access Workflow: - Open the workflow where you want to add a new tag.
1 min read
How to Create a New Tag ( under Settings > Tags )
How to Create a New Tag under Settings Tags Creating a New Tag 1. Access Settings: - Navigate to the bottom left-hand corner of the screen and click o
1 min read
Standard Triggers - Contact Tag
Standard Triggers - Contact Tag Tags are a way of categorizing your contacts. You can tag any contact in your contacts list with one or more tags to help you fi
3 min read

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