Creating New Tag

To create a new tag in your CRM, follow these steps:

Log in to Your GoHighLevel Account
Access your CRM by logging in with your credentials.
Navigate to the Settings
From the main dashboard, go to the “Settings” section where you can manage your CRM data.
Access the Tags Area
Within the Settings, from the left-hand menu, click on “Tags” to manage your tags.
Click on “+ New Tag” to start creating a new tag.
Enter Tag Details
Provide a name for the new tag. This helps in identifying the tag’s purpose and application. Click on "Create".

Apply Tags to Contacts

Select Contacts: Go back to the “Contacts” section and select the contacts you want to tag.
Apply Tags: Use the “Apply Tag” option to assign your newly created tag to selected contacts. This can often be done in bulk.

Edit Tags: To edit an existing tag, go to the Tags management area, select the tag you want to modify, click on the 3dots by the side and then "Edit".

Delete Tags: To delete a tag, find the tag you wish to remove in the Tags management area, click on the 3 dots at the side and click the delete option. Be cautious as this will remove the tag from all associated contacts.

Review Tagged Contacts: Regularly review tagged contacts to ensure proper segmentation and use tags for targeted marketing or communication

In the Contacts section, select the contacts you wish to tag, then use the “Apply Tag” option to assign the tag to the selected contacts.

Deleting a tag removes it from all associated contacts, but it does not delete the contacts themselves. Use caution when deleting tags.

Yes, you can edit the name and description of an existing tag by selecting the tag in the Tags management area and updating the details.

Use the search functionality in the Tags management area to find and manage specific tags quickly.

Typically, tags are created one at a time. For bulk tagging, you can apply existing tags to multiple contacts simultaneously.