Permissions: Manage Store Access or higher
The Customer Tags section in Store Settings gives managers full control over every tag used in the CRM.
Here, you can create, view, archive, unarchive, and delete tags—keeping your dealership’s tagging system clean and consistent.
Accessing Customer Tags
Go to Store Settings.
Select Customer Tags from the left-hand menu.
Creating New Tags
Click Add Tag to create a new label.
Give it a clear, descriptive name such as “High Priority,” “Trade-In,” or “Lease Renewal.”
Once created, the tag becomes immediately available for all users in your store to apply.
Tip: Keep tag names short and easy to recognize so your team uses them consistently.
Search
Use the search bar at the top to search for a tag
Live Tab
This tab lists all active tags currently in use throughout the CRM.
Information Displayed
Each tag displays the following details:
Tag Name
Created By (user who created it)
Created Date
Customer Count (how many customers currently have that tag)
Actions
Use the menu icon (⋮) to the right of each tag to take action.
You can:
Edit: Rename or modify the tag name.
Archive: This removes the ability to add the tag to new customers, but the tag remains on customers who already have it.
Note: Archiving a tag does not delete it permanently. It will move to the Archived tab and can be restored at any time.
Archived Tab
This tab lists all tags that have been archived (soft deleted) from the system but are not yet permanently removed.
Information Displayed
Each archived tag shows
Tag Name
Created By
Created Date
Customer Count (at time of archival)
Actions
Use the menu icon (⋮) to the right of each tag to manage it.
You can:
Restore: Unarchive the tag. It becomes visible again in the CRM and reattaches to all customers who had it previously.
Delete: Permanently remove the tag and all its data from the system.
Warning: Deleting a tag is irreversible. Once deleted, the tag is removed from all customers, and is no longer available.
Need Assistance?
For assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!