Contact Detail View – Tags

Tags can be created and standardized at both the Team and Enterprise levels for consistency, or quickly added on the fly within a contact.

In this article, we'll demonstrate how to view, manually add an existing tag and how to create and add a new tag to a contact.

• View Tags
• Add Existing Tag
• Create New Tag
• Remove Tag

View Tags

Tags are always visible in the top-right corner of the Contact Detail view. As tags are added—manually or through automation—they’ll appear here.

If a tag is long, just hover over it to see the full text.

Add Existing Tag

To add an existing tag to a contact:

1. Click ‘Add Tag’ in the Tags section.

2. Scroll or type to search for the tag you want.

3. Click on the tag to apply it.

Create New Tag

Want to add a new, custom tag on the fly? Here’s how:

1. Click ‘Add Tag’ in the Tags section.

2. Scroll to the bottom or type "Create" to jump down.

3. Click ‘+ Create New Tag’.

4. Enter the new tag name and click ‘Confirm’ (yellow button).

   • If the tag already exists, you’ll be notified automatically.

Remove Tag

To remove an existing tag from a contact, we'll simply look for the tag in the Tags section, then click on the 'x' at the right of the tag itself. It will ask us to confirm we want to remove the tag. Once confirmed, the tag is removed from this contact.

Removing a tag from a contact does not delete it from your team's or enterprise's tag list—it remains available to use again. To learn how to delete a tag from your team, click here.