Edit an Account Tag

Permissions needed: Accounts & Contacts > Edit

To edit an account tag:

  1. Go to people Accounts and then click the Tags tab.
  2. Click the tag to open the Edit Account Tag slider.
  3. In the Edit slider you can:
    • Update the tag's name.
    • Click the color block to update the tag's color.
    • If you no longer want to use the tag, uncheck Active to inactivate it.
  4. Click Save to save your changes.