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:

  1. Navigate to "Lists > Clients" and select "Profile Settings" in the top right corner of the page.
  2. 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.

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