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Create and use tags in Nutshell

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    Brian Morris

    Is there a way to merge tags?

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    Katherine Mays

    Hi Brian Morris! Great question. If you have duplicate tags, you can visit your tags setup page to delete any that you do not wish to keep. While you are deleting a tag, you receive an option to replace the deleted tag with any other tag. 

    Please feel free to reach out to us by replying here or using the Help button if you have any questions!

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    Jeff Dutton

    After creating a tag under one category, say "People," is there away to easily make that tag also apply to companies and leads?  Or do I need to create and then recreate the exact same tag for each category (People, Lead, Company)?  Thank you!

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    Katherine Mays

    Jeff Dutton, tags are separate between companies, people, and leads, so if you want a tag on all categories it will need to be created for each.

    However, say you'd like to filter or report on leads who's people/companies have a certain tag - that is already possible without tagging the leads themselves:

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