Steps
1
Open Settings -> Tags
Navigate to the tag settings page.
2
Click Add tag
Enter a name and pick a color.
3
Save
The tag becomes available across the organization.
Edit or delete
- Click an existing tag to rename or recolor it.
- Use the actions menu to delete a tag (this removes it from any chats or contacts that have it).
Tips
- Use tags to mark campaign sources, segments, lifecycle stages, or VIP contacts.
- Keep your tag list tidy. A long list nobody understands is worse than no tags.