Articles on: Lead Management

How do I edit a tag?

You can edit a tag from two places:


Lead Info Page:

Go to the lead’s info page, hover over the tag name, and click the ellipsis (⋯) that appears. Then select the Edit option.



  1. List View (People/Company/Pipeline):

In the Tag column, click on a tag. A tag list will drop down. Hover over the tag you want to edit, and click the ellipsis next to it to access the Edit option.


Updated on: 17/10/2025

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