How to Manage Client Tags
If you have tags added to your clients and want to add, edit, or remove them, follow the steps below:
- Navigate to "Lists > Clients" and select "Profile Settings" in the top right corner of the page.
- From here, click the "Client Tags" tab which is where you are able to add, edit, or remove tags as needed.
Please note that editing a tag will propagate changes to all clients and deleting a tag will remove it from all clients.