Yes, company managers will have the ability to merge tags. As tags can be added by all advisors within your company, you can merge similar and duplicate tags.
To do so, go to Settings and click on Tags underneath the Marketing Management heading on the left-hand sidebar.
From here, you will be able to view all of the tags created within your company.
To merge tags, select the tag that you want to merge (i.e. the tag that will be removed) and click the 3 vertical dots on the right-hand side, and select Merge. Under Merge Into Tag, select the tag that will now become the main tag. This will reassign the contacts associated with the initial tag into the newly merged tag, the initial tag will be removed from the tags list.
For example, you want to merge Tag1 INTO Tag2:
Find or search for Tag1 from the tags list > Click 3 vertical dots > Click Merge > Select Tag2 in the drop-down menu under Merge Into Tag. Click Merge. Tag1 will be removed and all contacts associated with Tag1 will be reassigned to Tag2.
Additional functionality will be added for tags which will allow you to mass add contacts to tags, segment and send relevant nurture cycle content, and much more! You can read more about tags and our new product release by visiting the What's New section of our help center here.