How do I add or remove Tags on Leads, Contacts and Deals?

 
Manipulating the tags of Leads, Contacts and Deals in Base is just a few clicks away. All changes can be done by editing a specific record's card, or in bulk from a Smart List.
 

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HOW TO ADD OR REMOVE A TAG

If you want to edit Tags of for example a Deal, navigate to the Deal's page and click the Edit button. You will be able to edit the details of a Deal, including the tags assigned to it.

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Clicking in the Tags field will enable you to add tags, create new tags by typing them in, or to remove existing tags from the Deal by clicking the "x" next to the relevant tag's name.

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HOW TO ADD TAGS IN BULK

Tagging multiple Leads, Contacts or Deals at once is a great way to quickly (and easily) organize your data in Base. For example to add Tags in bulk to some of your Deals, follow these few simple steps:
1) Navigate to your Deals page, by clicking on the Deals icon in the top bar of your page.

2) Select the Deals that you'd like to tag in bulk using the checkbox to the left of a Deal's name, appearing when you hover your mouse over an individual entry.  

3) A "Tag" button will appear towards the top of the list, click this button to view your list of available tags. You can also add a tag on the fly from here.

4) Click the tag you'd like to apply, and you're done!
 
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Any Tags already applied will show up at the top - you can apply more Tags by clicking on them or remove Tags by unmatching the ones currently applied. 
 
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NAVIGATE TO THE ARTICLES BELOW TO LEARN MORE ABOUT TAGS

Using Tags on Leads, Contacts and Deals

Managing Tags for Leads, Contacts and Deals