# Custom Tags

Tags help you quickly understand your leads’ profiles by adding meaningful labels. There are two types of tags:

* **Public Tags**: Common tags that you can use across all leads and clients, such as _High Risk Client_ or _Algo Trader_.
* **Private Tags**: Specific tags unique to a particular lead or client, for example, _Bank Account Closed Recently_ or _Partner of ABC Company_.

<figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F59nKGG5xSNk0opNKz0Xl%2Fimage.png?alt=media&#x26;token=e8573263-f578-4088-ae3b-dcddda514dfc" alt=""><figcaption></figcaption></figure>

### <mark style="color:red;">1. Create Tags</mark>

To create tags:&#x20;

<details>

<summary>Public Tags</summary>

1. Click the **"Settings"** icon. \
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FM1u0gs7WNP6W5Zfw9OMA%2Fimage.png?alt=media\&token=56b692ce-7bdd-4afb-ad57-c27b60f4bf68)\

2. Click the **"+"** icon. \
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2Fdl7jmUH9Sg8llBvlZsqr%2Fimage.png?alt=media\&token=4fff7384-68e4-4f6f-bbfd-ee5eff40a44a)\

3. Enter the tag name (max 50 characters), making sure it doesn't duplicate existing tags.&#x20;
4. Press **"Enter"** on your keyboard to create the tag.\
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FmGq6YUhC8It5mIPwrVrM%2Fimage.png?alt=media\&token=6d0fe6a6-f455-41c4-a84f-634e028df561)\

5. This public tag will now be available for you to add to any lead by clicking **"New Tag"**. If a lead already has 30 tags, you won't see this button.\
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FAlapyJM09f24rU11EzmE%2Fimage.png?alt=media\&token=d47a826d-6fd4-418b-ae1d-d16a8f23be60)\

6. Locate the tag you want to assign to the lead and click it. You can use the search bar to search for your tag. \
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FiooYYWZ2fmui1SL2Qtlg%2Fimage.png?alt=media\&token=cb2ae6d3-a0e6-4311-a66f-9b1bb5635d47)\

7. The tag will be added to the lead. \
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FDB82iL5byZgjQ1U6GKOY%2Fimage.png?alt=media\&token=05dcf501-7981-4919-aef3-5794ba0d668a)\


</details>

<details>

<summary>Private Tags</summary>

1. Click **"New Tag"** (hidden if the lead has 30 tags). \
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FzWBDhIvXb468RhgvCYay%2Fimage.png?alt=media\&token=d0a6864d-c23e-466c-b2c7-c1ee2995da5b)\

2. Enter a unique tag name for this lead (up to 50 characters).&#x20;
3. Click **"Create"**. \
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F7pCy19y6TVf1IWCtIztm%2Fimage.png?alt=media\&token=8fbcda31-fb67-4430-9b4e-f8c5325b7234)\

4. The tag will be added to the lead. \
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FK9HUVWyQQzJefK7xlGK5%2Fimage.png?alt=media\&token=c9f5d977-6934-493d-ab4b-83b5a20d9618)\


</details>

### <mark style="color:red;">**2. Remove Tags**</mark>

To remove a tag from a lead, simply hover your mouse over the tag and click the **“x”** button next to it on the lead’s profile.\
\
![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FF1xKWI7nMRgSCkCnNZGv%2Fimage.png?alt=media\&token=46853952-a2ca-477a-8f36-365b55a8b41d)\


### <mark style="color:red;">3. Sort Tags</mark>

You can sort the tags assigned to a lead by simply dragging and dropping them in the order you prefer.\
\
![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FIe8Tz4CONYBLW3Rtdp8K%2Fimage.png?alt=media\&token=0b73117c-d75d-402d-aa67-6d1c3f5c1458)\


You can also sort the default lists of Public and Private tags:

<details>

<summary>Public Tags</summary>

1. Click the **"Settings"** icon.\
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FOs3W3GQUxuUK9emIhGNz%2Fimage.png?alt=media\&token=9d794e35-1bbd-431f-be4b-d185a740fc55)\

2. Click the **"Sort"** icon next to the tag you want to move and drag it to your desired position.\
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FRJFMaHpvVAGISTWfysy7%2Fimage.png?alt=media\&token=78a12983-1392-4ab9-be8f-2f4388c80628)\


</details>

<details>

<summary>Private Tags</summary>

1. Click **"New Tag"**.\
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F1uu63PCSxYGoqcmJFn2m%2Fimage.png?alt=media\&token=4482fc79-6c53-4485-9229-1cf483529565)\

2. You will see a line separating public tags (on top) and private tags (below).\
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FdEFoBIDw1CD9O43ggUga%2Fimage.png?alt=media\&token=7c5c4f2e-cf0e-4da5-83e2-6c71d2b5a82a)\

3. Click the **"Sort"** icon next to the private tag you want to move and drag it to the preferred position.\
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FkuHttf1i3Wm4IO8mv9ez%2Fimage.png?alt=media\&token=93725500-4e18-447f-a1e0-4c4956ab9bc1)\


</details>

### <mark style="color:red;">4. Edit Tags</mark>

<details>

<summary>Public Tags</summary>

1. Click the **"Settings"** icon.\
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F3fNzzzWoeVuyCHxoblnb%2Fimage.png?alt=media\&token=bd5d5ecb-2014-4f7f-805d-88b59ff885ab)\


2) Click the **“>”** icon next to the tag you want to edit.
3) Amend the tag name and click **"Enter"** on your keyboard. \
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FxaiwNXzp5HE9jWk73ckp%2Fimage.png?alt=media\&token=aef53fd3-ad8a-4e56-a50e-45a0d2a68c84)\

4) The tag name will be updated.&#x20;

</details>

<details>

<summary>Private Tags</summary>

1. Click **"New Tag"**.\
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FHN7yeSp7tr9OlUmZWbDO%2Fimage.png?alt=media\&token=6c324511-b88b-422b-bf53-12093cee4932)\


2) Click the **“...”** icon next to the tag you want to edit.
3) Amend the tag name and click **"Enter"** on your keyboard. \
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FsSZc7U8YM02bUzRph4jg%2Fimage.png?alt=media\&token=b012dbcd-5507-48cf-a9c2-b84c2534fff3)\

4) The tag name will be updated.&#x20;

</details>

### <mark style="color:red;">5. Colour Change</mark>&#x20;

<details>

<summary>Public Tags</summary>

1. Click the **"Settings"** icon.\
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FM0WEYqYyhLoxUTg2KDeF%2Fimage.png?alt=media\&token=cdeada35-5e2c-4eaf-bd44-e2a574a0dffc)\

2. Click the **“>”** icon next to the tag you want to change.
3. Select your preferred color and the tag colour will be updated. \
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FHQqVXCq1Sv2CwDitng7Z%2Fimage.png?alt=media\&token=9b398ad5-70bb-4908-8015-d370182b1a6d)\


</details>

<details>

<summary>Private Tags</summary>

1. Click **"New Tag"**.\
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FKgfBvIorfgcyqaDdbKe4%2Fimage.png?alt=media\&token=f9aee74a-8c64-4f5f-bc8d-081de07e4924)\

2. Click the **“...”** icon next to the tag you want to recolor.
3. Choose a new color and the tag colour will be updated. \
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FpUMHbPLNV1la3w2ZPNNS%2Fimage.png?alt=media\&token=6c3e241a-13e4-4f2d-9c01-8fd8da863790)\


</details>

### <mark style="color:red;">6. Delete Tags</mark>

<details>

<summary>Public Tags</summary>

1. Click the **"Settings"** icon.\
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F3fNzzzWoeVuyCHxoblnb%2Fimage.png?alt=media\&token=bd5d5ecb-2014-4f7f-805d-88b59ff885ab)\

2. Click the **“>”** icon next to the tag you want to delete.
3. Click **"Delete"**.\
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FBQe67PVK2XU9cnMlwrvw%2Fimage.png?alt=media\&token=98ab1f17-3db4-4245-a33f-2114442aa839)\

4. A confirmation pop-up will warn that deleting this tag removes it from all leads’ profiles.
5. Click **"Confirm"** to proceed.\
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FdkLRaZsgFnGpvrhZ6hXC%2Fimage.png?alt=media\&token=165093b0-e9e0-4b1e-afe7-6ca82cca8611)\


</details>

<details>

<summary>Private Tags</summary>

1. Click **"New Tag"**.\
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FHN7yeSp7tr9OlUmZWbDO%2Fimage.png?alt=media\&token=6c324511-b88b-422b-bf53-12093cee4932)\

2. Click the **“...”** icon next to the tag you want to delete.
3. Click **"Delete"**.\
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FB0Apo2d7vdrTiwHucUOV%2Fimage.png?alt=media\&token=029d43ca-6e77-4cc6-9a10-df367f3dec85)\

4. A confirmation pop-up will warn you that deleting the tag removes it from all leads and clients.
5. Click **"Confirm"** to proceed.\
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FPve3HmPztZFdz3f0W0j4%2Fimage.png?alt=media\&token=2ceec859-811f-43f6-b583-504ec117700d)\


</details>
