How to Remove Contact Tags | Aesthetix CRM

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How to Remove Contact Tags

Streamline your CRM data management with this essential guide on removing contact tags in Aesthetix. This article provides a clear, step-by-step process for efficiently deleting unnecessary or outdated tags from your contacts, helping you maintain a clean and organized database. Discover the importance of tag management, tips for identifying which tags to remove, and how to ensure that your contact list remains relevant and effective for your outreach efforts. Perfect for CRM administrators and sales teams, this guide will empower you to optimize your contact tagging system in Aesthetix, enhancing your overall workflow and improving communication strategies.

1. Firstly, click on "Marketing"

1 Firstly, click on the element.

2. Afterward, click on "Workflows".

2 Afterwards, click on "Automation to help your practice grow".

3. Click on "Create Workflow".

3 Click on "Create Workflow".

4. After that, click on "Start from Scratch".

4 After that, click on "Start from Scratch".

5. Add your desired action.

5 Click on the element.

6. Afterward, select Remove contact tag.

6 Afterwards, click here.

7. Afterwards, select tags you want to be removed.

7 Afterwards, click on the element.

8. Lastly, click on "Save Action".

8 Click on "Save Action".

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