Manage Client Tags

If you have created client tags, here is how to add, edit, or remove them.

Watch the video or follow the steps below.

Manage Tags

1. Click Lists → Clients → Profile Settings.
2. Select the Client Tags tab.
3. Click the Edit button next to a tag to change its name and/or color.
4. Click the Remove button next to a tag to remove it from the system.

Note: Editing a tag will apply the changes to all clients and deleting a tag will remove it from all clients.