[{"data":1,"prerenderedAt":450},["ShallowReactive",2],{"shell":3,"article:settings-pipeline-tags":33},{"mode":4,"siteUrl":5,"commit":6,"generatedAt":7,"counts":8,"searchIndex":13,"menu":14,"popularSearches":15,"topics":21},"publication","https:\u002F\u002Fhelp.getleadscore.ai","e0fd82cf1a","2026-11-05T20:23:28.761Z",{"guides":9,"paths":10,"drafts":11,"shots":12},131,8,0,153,"\u002F_search\u002Findex.a27024c5c2a1.json","\u002F_nav\u002Fmenu.42deedb43cb8.json",[16,17,18,19,20],"import contacts","follow up","text templates","call rotation","where are my meetings",[22,23,24,25,26,27,28,29,30,31,32],"getting-started","leads","import","follow-ups","email","calling","outreach","performance","account","settings","troubleshooting",{"id":34,"slug":34,"kind":35,"href":36,"icon":37,"title":38,"description":39,"level":40,"status":41,"verification":42,"reviewedAt":43,"videoStatus":44,"productLocation":45,"settingsCategory":46,"topic":47,"html":50,"toc":51,"shots":62,"related":70,"paths":85,"videos":86,"sidebar":87},"settings-pipeline-tags","guide","\u002Fguides\u002Fsettings-pipeline-tags","square-kanban","Rename, merge or remove lead tags","Use Pipeline → Tags to maintain the labels used across leads and playbooks. These operations can update many records and automatic rename rules, so…","intermediate","published","browser-observed-read-only","2026-11-04","planned","Settings → Pipeline → Tags","Pipeline",{"slug":31,"title":48,"href":49},"Settings","\u002Ftopics\u002Fsettings","\u003Cdiv class=\"intro\" data-section=\"intro\">\u003Cp>Use \u003Cstrong>Pipeline → Tags\u003C\u002Fstrong> to maintain the labels used across leads and playbooks. These operations can update many records and automatic rename rules, so administrative access and a clear intended change are prerequisites. Review the affected tags and playbooks before confirming a job.\u003C\u002Fp>\u003C\u002Fdiv>\n\u003Cfigure class=\"see shot\" data-shot-figure=\"settings-pipeline-tags-desktop\">\u003Cp class=\"see-label\">What you’ll see\u003C\u002Fp>\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"settings-pipeline-tags-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Tags page in Pipeline settings, with a list of tags sorted by Most leads and the number of leads for each.\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fsettings-pipeline-tags-desktop.jpg\" alt=\"Tags page in Pipeline settings, with a list of tags sorted by Most leads and the number of leads for each.\" width=\"1920\" height=\"873\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Tags page, where you rename, merge or remove tags. Sort the list by Most leads or A–Z.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"settings-pipeline-tags-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\n\u003Csection class=\"section\" data-section=\"review-a-tag-change\">\u003Ch2 id=\"review-a-tag-change\">Review a tag change\u003C\u002Fh2>\u003Col class=\"steps\">\n\u003Cli>Search or sort the tag list and inspect each tag’s lead count. Use \u003Cstrong>Show more\u003C\u002Fstrong> when more rows are available; selected tags can be cleared with \u003Cstrong>Clear\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Open a tag’s actions and choose \u003Cstrong>Rename\u003C\u002Fstrong>, \u003Cstrong>Merge\u003C\u002Fstrong>, or \u003Cstrong>Delete\u003C\u002Fstrong>. For a bulk merge, select the source tags first and review the displayed selection limit.\u003C\u002Fli>\n\u003Cli>In the change dialog, enter the \u003Cstrong>New name\u003C\u002Fstrong> or choose the intended destination. If the new name already exists, the dialog explains that the tags become one. For deletion, review what should happen to leads carrying that tag.\u003C\u002Fli>\n\u003Cli>Review \u003Cstrong>Keep doing this automatically\u003C\u002Fstrong> carefully. It can retain a rule for future occurrences, beyond the current lead update.\u003C\u002Fli>\n\u003Cli>Wait for the playbook dependency check. Review referenced drafts or published rules and the offered update choices. Existing enrollments retain their original version; do not assume a tag rewrite changes those versions.\u003C\u002Fli>\n\u003Cli>Confirm only the reviewed operation and monitor its progress. A running job continues after the dialog closes; use the Tags page to inspect the result.\u003C\u002Fli>\n\u003C\u002Fol>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"confirm-and-recover\">\u003Ch2 id=\"confirm-and-recover\">Confirm and recover\u003C\u002Fh2>\u003Cp>Recheck both the old and destination tags and any automatic rule. A timeout or unfinished job can leave some records already changed. The dialog explicitly advises reviewing confirmed updates before retrying. Stopping an automatic rename affects future additions and does not undo existing leads. Use support for an uncertain result rather than launching another overlapping rewrite.\u003C\u002Fp>\u003Cp>Related: \u003Ca href=\"\u002Fguides\u002Fleads\">Leads\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fplaybooks\">Playbooks\u003C\u002Fa>.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"screenshots\">\u003Ch2 id=\"screenshots\">Screenshots\u003C\u002Fh2>\u003Cp>The screenshot for this guide is shown above, under “What you’ll see”.\u003C\u002Fp>\u003C\u002Fsection>",[52,56,59],{"id":53,"text":54,"depth":55},"review-a-tag-change","Review a tag change",2,{"id":57,"text":58,"depth":55},"confirm-and-recover","Confirm and recover",{"id":60,"text":61,"depth":55},"screenshots","Screenshots",{"settings-pipeline-tags-desktop":63},{"id":64,"src":65,"alt":66,"caption":67,"width":68,"height":69},"settings-pipeline-tags-desktop","\u002Fmedia\u002Fscreenshots\u002Fsettings-pipeline-tags-desktop.jpg","Tags page in Pipeline settings, with a list of tags sorted by Most leads and the number of leads for each.","The Tags page, where you rename, merge or remove tags. 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