How to remove tags in the Lead base?

Revenue Management

Updated June 10, 2019 20:45

Remove one by one

If you do not intend to remove tags from an entire segmentation, you can remove them one by one. See the step-by-step guide below:

Click Engage > Lead Base and select the Lead you want to edit;
Once you open the page with the Lead information, a list of tags for that Lead will appear. Select the tag you want to delete and click the x icon:
That's it, the selected tag has been deleted.

Remove from the entire base

You can remove tags from an entire Lead base, as shown below:

In Engage > Lead Base, select the desired segmentation:
Click Actions (upper right corner) and select Remove tag;
A small screen will appear displaying the following message: The tag will only be removed from Leads found as a result of the search or filter. In the blank space, type the name of the tag and click Remove;
That's it, within moments, the chosen tag will be deleted from the selected segmentation list.

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