How do I delete a tag from a record?

You can delete a tag from one record in a few different places:

  • From the Contact Detail page header: Locate the tag area, and click the x next to the tag you wish to delete. Repeat as needed.
  • From the hover preview (hold your mouse over a contact's name to trigger the preview): same as above.
  • Using batch actions on Browse Contacts, Browse Deals, Browse Communications, or Search Results: Select the check box next to each record and then select Un-Tag Selected Items from the pull-down list that appears at the top of the list.