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How do I remove a tag from a contact?

Team Wealthbox
Team Wealthbox
  • Updated

To delete a tag:

  1. Navigate to the Contacts list page by clicking “Contacts” from the left-side panel.

  2. Choose the contact you wish to delete a tag from.

  3. Go into “Edit Contact”.

  4. Click on the “x” next to the tag you wish to remove.