To see the Tags allocated to a particular contact, start by navigating to the Contacts menu.
- On the Overview tab, use Quick Search to look for a contact;
- Or select the Contact List tab and use the search bar and/or filters to locate a contact.
- Click on the relevant contact to go into their Contact Profile
- Staying on the Information tab, scroll down if necessary to locate the Tags section (1)
- Under this you will see all tags currently allocated to this contact.
- You can also add or remove Custom tags here.*
* Integrated, Shared and Intent tags cannot be removed here.
Learn more about Contact Tag Types.
Intent tags are not shown in this section, but will be found under the Intent section (2) for applicable users*
* Intent is not available to all ActivePipe users. If you wish to discuss adding this valuable functionality to your account, speak to your account manager or contact the ActivePipe support team