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tags help you divide your contact database up into very specific lists so that you can send them relevant messages based on their relationship stage and unique interests the tags can be applied manually or through an automated action to create a tag go to CRM and then settings now contact and company settings and tags click on add a tag enter the tag name and select a tag category if no tag category exists and try new tag category name in the field provided to create one next you can add a description such as date created your name or initials and notes about the purpose of the tag lets click on add tags there you go you just created a tag now lets say we need to edit or delete a tag go to CRM and then settings now contact and company settings and tags click on a tag name to edit or delete it you can change the tag name category or description lets click on save and return to tags finally you can click on the delete this tag link if you want to permanently delete the tag there you
