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Guided
Edit a customer and manage their tags
Steps to follow
- 1On the "Customers" page, click the row of the customer to edit to open its detail panel.
- 2In the form, update the "Name", "Email", "Phone" or "Notes" fields as needed.
- 3Turn "Marketing consent" on or off to adjust their enrollment in your campaigns.
- 4In the "Tags" field, type a tag then confirm to add it, or pick one from the suggestions.
- 5Remove an existing tag by clicking the cross shown on its badge.
- 6Click "Save" to apply your changes.