Tags

Anyone can create a tag while tagging a company or an opportunity. Tags is where you tidy them up: rename, recolour, merge and delete. Every change is in the history.

Add a tag

Type the name under New tag and select Add.

Rename or recolour

  1. Select Rename beside the tag.
  2. Change the Name and pick a Colour. The preview shows how it will look.
  3. Select Save. If another tag already has that name, merge the two instead.

Merge two tags

  1. Select Merge beside the tag you want to get rid of.
  2. Choose the tag to keep under Merge into and select Merge.
  3. Confirm. Every record with the first tag gets the second, and the first tag is deleted. This cannot be undone.

Delete a tag

Select Delete and confirm. The tag is removed from every record that had it; nothing else on those records changes. This cannot be undone.

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