Each application features its own settings that you can find within your account settings navigation. This document will focus on the settings that are available for the Contacts application.

Accessing Your Contacts Settings

  1. Click on your profile picture in the top-right corner. Then, click on Settings.

  2. At the top of the page, you will see two tabs titled General and Apps. Click on Apps.

  3. Then, select Contacts from the column on the left.

Managing Contacts Settings

The Contacts menu allows you to create and edit the custom properties for both your People Records and Business Records. Click on the arrow on the right to access either.

This will take you to a new screen that should look very familiar if you have experience with the Contacts application. This is where you can create new properties, remove properties, and edit the layout of information for your contacts.

If you need a hand in managing your properties, refer to our help article here.

Finally, you can manage your tag preferences underneath the section titled Tag Preferences. Click on the + icon to add new tags.


Here, enter any word or phrase you wish to use as a tag for your contact records or deal records. When you're satisfied, click Create.

To review a list of all of your tags, click the arrow icon. This causes a list of your tags to appear at the bottom.


You can click the pencil icon to edit an existing tag. You can also click the X to delete an individual tag. If you wish to delete multiple tags at once, look for the red button on the right that reads Delete Multiple. Then, check the box next to each tag you wish to delete. Finally, click Delete.

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