How to Delete Tags in Insightly
To delete tags in Insightly, follow these steps:
- Access your customer database through the 'Contacts' module.
- Click on the ellipsis icon to edit the contact.
- Click 'Edit this contact' to modify contact information to keep your records current and accurate.
- Review the contacts with tags.
- Click on the 'X' symbol to remove unwanted tags to maintain clean contact categorization.
- Click 'Save' to apply your changes to update the contact record instantly.
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