How To Delete Tags From Outreach Records

Created by Aye Myat, Modified on Mon, 9 Feb at 11:02 PM by Alsabana Sahubarali

Objective

The purpose of this article is to provide direction to Outreach Users in removing tags to from features and records in Outreach. 

Applies To

  • Outreach Users

Procedure

  1. Access the Outreach Platform.
  2. Navigate to the applicable list view. 
    Example: To remove a tag from a prospect or group of prospects, click on the Prospect icon.
  3. Click to select the applicable records. 
  4. Click the Tags icon and select Remove Tags.
  5. Select a tag from the list or type to search for a specific tag.
  6. Click Remove.

Screenshot 2023-05-10 131519

 

 


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