How to Apply a Tag to a CRM Profile

Step 1

Step 2

Hover over "CRM" on the left side menu and click "Contacts & Customers".

Step 3

Search for the customer you wish to edit.

Step 4

Click on the customer you wish to update.

Step 5

Under the contact's name and contact details, click "Add Tag."

Step 6

You will see a list of tags appear. If you don't see any tags appear or the tag you are looking for, then update your tags in your settings.

Step 7

Select the tag you wish to add to the CRM profile. If the tag name is long, hover over it and see the full name to the right in a gray box with white letters.

Step 8

See the selected tag appear. If you chose the wrong tag by mistake, you can click the X to remove it.