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What are Tags and how to set them up? Please click here to watch our short introduction about Tags.  Tags are used to segment your contacts into different...

Here are some examples of different Tag groupings you might wish to use to segment your contacts database: Please note that where there are two wo...

1. You can setup your contacts to default to a set tag group(s) if you wish so that you are viewing only new-leads for example when you first look at Contac...

What is a Global Tag? Global tags are setup inside the Global Settings area of the CRM account.    Please note: Global tags can only be setup by...

If you wish to remove the tag entirely then you can go into the Settings icon - select the Global Settings tab and here you will see your global tags liste...

To replace an existing tag group with a new tag please follow the steps below: 1.  Firstly make sure that you have created the new tag group in Settings, G...

When you import data into account if you have not setup any new tags inside your account Settings then the data will import your contacts into your CRM but ...

Unfortunately you cannot over-write a tag but you can remove tag(s) in bulk from your contacts and apply a new tag instead. The best way to do this woul...

Please firstly make sure that if the tag you wish to remove has been removed from your contacts - to do this you can remove a tag in bulk from your contacts...

Only the Key Account Holder or an Admin User of your account can set up a setting called Global Tags Only so that ad-hoc tags cannot be created. Please see...