How do I Edit or Remove a Tag in My Connections (Networking CRM)

As a Legacy Premium, Legacy Premium+, Pro or Elite member you have the opportunity to keep notes and manage your connections using built in tools on Alignable's Networking CRM. 

Using tags you can keep track of your connections, and organize them so you know exactly who they are no matter if they are vendors, partners, clients, or someone else.

 

To add a tag to a connection

  1. Login to Alignable.
  2. Navigate to https://www.alignable.com/biz/my_network
  3. Scroll Down to My Connections
  4. Hover over the connection you would like to add a tag to
  5. Icons should show up on the right hand side 
  6. Click the > icon to bring up a side menu
  7. Select Add under the Tag submenu
  8. Select the type of Tag you would like to add

To remove a tag from a connection

  1. Login to Alignable.
  2. Navigate to https://www.alignable.com/biz/my_network
  3. Scroll Down to My Connections
  4. Hover over the connection you would like to add a tag to
  5. Icons should show up on the right hand side 
  6. Click the > icon to bring up a side menu
  7. Select the X in the Tag you would like to remove

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