Vital CRM
How do I replace incorrect tags with correct tag?

How do I change the wrong tag into the correct one?

1. Go to [ Customer > More Criteria]


2. Under [ Tag > Multiple Tags] click [ + ] to filter out customer with the incorrect tags.


3. Apply the correct tags clicking to the filtered list [Actions for Customer(s) > Add Tag(s) > choose tags > Apply]


4. Remove the wrong tag by clicking to the filtered list [Actions for Customer(s) > Add Tag(s) > choose tags to be removed > Apply]


 

1. Apply the correct tags clicking to the filtered list [Actions for Customer(s) > Add Tag(s) > choose tags > Apply] 2. Remove the wrong tag by clicking to the filtered list [Actions for Customer(s) > Add Tag(s) > choose tags to be removed > Apply] (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4038