How to manage tags in the Contacts module? | Online Help - Bigin by Zoho CRM

How to manage tags in the Contacts module?

To see the existing list of tags

1. Open the Bigin app on your smartphone.
2. Navigate to the Contacts  module.
3. Select the desired contact record.
4. Tap the Moreicon at the top right of the screen.
5. Select the Manage Tags option.

The existing list of tags and their corresponding contact records are listed here, if any.

Note: If you tap on the name of your tags, you can find the records that are associated with them.

To add a tag

1. Select the desired contact record.
2. Tap the Moreicon at the top right of the screen.
3. Select the Manage Tags option.
4. Tap on the Add  icon at the bottom right of the screen.
5. Enter a tag name > Select a color > Tap "Done".

The new tag name will be added to the existing list of tags, if any.

To edit a tag

1. Select the desired contact record.
2. Tap the Moreicon at the top right of the screen.
3. Select the Manage Tags option.
4. Swipe left on the name of a tag to edit it.

To delete a tag

1. Select the desired contact record.
2. Tap the Moreicon at the top right of the screen.
3. Select the Manage Tags option.
4. Swipe right on the name of a tag to delete it.

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