How To Remove or Edit Tags In Bulk

How To Remove or Edit Tags In Bulk Yesterday we talked about how to add tags to a lot of records at once but what if you are ready to retire, or change, a tag?  Thats also really easy.  You could follow the steps from yesterday and do it from the List Panels, but theres a better place to do it: the Tag manager. Mouse over Contacts, Companies, or Jobs in the main menu, and click Tags (which should be the third link from the bottom): On that next page, you will see all of the Tags youve created, but only for Contacts OR Companies OR Jobs.  Depends on which dropdown you clicked on.  The Tags Manager page is a very simple List Panel. On the right, youll see icons to edit or delete. This is so self-explanatory I dont know what to write about it except one thing: If you edit or delete a tag, it will affect all of your records that had that tag. For example, if you had a tag people_I_want_to_talk_to, and you change it to prospects, you wont see the old tag anymore anytime you go to a Contact that had that old tag will now have prospects. Another example, if you delete people_I_want_to_talk_to, you wont see that tag on any Contacts. If you simply want to remove the tag from one Contact, but not remove it from others, then go to that Contact and remove it from there. Hope this helps! Tags are really powerful! How To Remove or Edit Tags In Bulk Yesterday we talked about how to add tags to a lot of records at once but what if you are ready to retire, or change, a tag?  Thats also really easy.  You could follow the steps from yesterday and do it from the List Panels, but theres a better place to do it: the Tag manager. Mouse over Contacts, Companies, or Jobs in the main menu, and click Tags (which should be the third link from the bottom): On that next page, you will see all of the Tags youve created, but only for Contacts OR Companies OR Jobs.  Depends on which dropdown you clicked on.  The Tags Manager page is a very simple List Panel. On the right, youll see icons to edit or delete. This is so self-explanatory I dont know what to write about it except one thing: If you edit or delete a tag, it will affect all of your records that had that tag. For example, if you had a tag people_I_want_to_talk_to, and you change it to prospects, you wont see the old tag anymore anytime you go to a Contact that had that old tag will now have prospects. Another example, if you delete people_I_want_to_talk_to, you wont see that tag on any Contacts. If you simply want to remove the tag from one Contact, but not remove it from others, then go to that Contact and remove it from there. Hope this helps! Tags are really powerful!