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Contact Tag lets you create and manage short labels used to group or describe contacts (for example, VIP or Hot lead). Tags belong to your organization and can be restricted by role, so only selected roles can view/use them. Contact Tags list view

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📋 The tag list

When you open this screen, you see a table of contact tags.
What you seeWhat it means
#Row number in the current list view.
TagTag name.
Updated AtLast changed date/time in your timezone.
Created AtFirst created date/time in your timezone.
ActionControls to edit or delete the tag.

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⚙️ List controls

  • Add opens the create form.
  • Search filters table rows (placeholder usually Search...).
  • Pagination keeps long lists manageable (commonly 10 rows per page by default).

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➕ Adding a new tag

  1. Click Add.
  2. The list hides and Add Contact Tag form opens.
  3. Fill required fields.
  4. Click Submit.
  5. On success, confirmation appears and list reloads with new tag.
Use Back to return without saving. Add Contact Tag form

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✏️ Editing a tag

  1. Click Edit in the row’s Action column.
  2. Edit Contact Tag form opens with existing values prefilled.
  3. Update fields and click Submit.
Save flow is the same as Add: wait message -> success message -> list refresh. Edit Contact Tag form

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🗑️ Deleting a tag

  1. Click the row’s trash icon.
  2. Confirm when prompted.
  3. Tag is removed and a result message appears.
If that tag had role links only tied to that tag, those links are removed along with it.
Delete is permanent for that tag record. Confirm before deleting tags used by active workflows.

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📝 Form fields (Add and Edit)

🏷️ Tag (required)
  • Purpose: User-facing tag name.
  • Required: Yes.
  • Placeholder: Usually Enter tags.
  • Help text: Suggests using clear names like VIP, Prospects, Hot Leads.
You cannot submit with an empty Tag field. 👥 Assign role View
  • Purpose: Select which roles can view/use this tag.
  • Selection: One or many roles.
  • Control type: Searchable dropdown.
  • Placeholder: Usually Select role.
Use this field when tag visibility should be limited by role. 💾 Submit Saves tag and role assignments.
  • On success: confirmation + return to list.
  • On failure: error explains what to fix.