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How to Remove a Tag from a Customer

To remove a tag from a customer, all you have to do is click the X on the tag from the customer's page. For more detail, follow the instructions below.

1. Go to the Contacts Dashboard

Navigate to your Contacts page under Contact Manager > Contacts.


2. Find the Contact

From the Contacts page, locate the customer or lead in question by browsing manually or searching and using the filters.

If you are removing the tag from all contacts as a preliminary step to completely deleting the tag, then we recommend filtering for the tag that you want to delete. Use the filter "that have been tagged" and then choose the specific tag in question.


3. Remove the Tag

Scroll down to the very bottom of the contact's page and then click the X to delete the tag.


4. Save Your Changes

Clicking the X button will immediately remove the tag from the page, but you'll still need to click Save to save the deletion.


If you are removing this tag from all contacts in order to delete it, repeat the steps above for each contact in the filtered list from step #2.