Custom Tags

Custom tags can be assigned to client accounts to provide brokers with a quick understanding of a client's key characteristics.

1. There are two types of custom tags available:

   • Public Tags: These are commonly used tags that can be applied across all clients and leads, such as "High Risk Client" or "Algo Trader."

   • Private Tags: These are more specific tags that are relevant to a particular client or lead, such as "Bank Account Closed Recently" or "Partner of ABC Company."

2. Tagging clients provides brokers with a comprehensive understanding of their profiles at a glance.

3. Each client can have up to 30 tags, but only the top 5 tags will be displayed on the clients page.

Create Tags

Public Tags

1. To add a new public tag, select the Settings Button and click the "+" icon.

2. Enter the name of the tag, ensuring it is no more than 50 characters and does not repeat an existing tag. Press "Enter" on your keyboard.

3. The tag is now created, and brokers can add it to their clients by clicking "New Tag." If the client already has 30 tags, the broker will not see the "New Tag" button.

4. The new public tag is now available for use on all leads.

Private Tags

1. Click on the "New Tag" button. If the client already has 30 tags, the "New Tag" button will not be visible.

2. Enter the name of the tag and click "Create." The tag cannot exceed 50 characters and must be unique to the lead.

3. The tag will be automatically added to the client/lead once it is created.

Remove Tags

To remove a tag from your client profile, simply click onto the “x” button:

Sort Tags

1. Public and private tags are separated by a line.

2. By default, public tags are displayed on top, while private tags are shown below.

Public Tags

You can sort the tags by holding and dragging them to the respective position.

Private Tags

You can sort the tags by holding and dragging them to the respective position.

Color Change

Public Tags

1. Select the "Settings" icon.

2. Select the “>” icon for the tag you wish to change color for.

3. Select your preferred color choice.

   

Private Tags

1. Click on "New Tag."

2. Click on the "..." icon next to the tag you want to change the color for.

3. Choose your preferred color from the available options.

   

Delete Tags

Public Tags

1. Select the “Settings” icon.

2. Select the “>” icon for the tag you wish to delete.

3. Click “Delete”.

   
4. A pop-up notification will appear to inform you that deleting the tag will remove it from all lead's profiles.

5. Click on "Confirm" to proceed with the deletion of the tag.

   

Private Tags

1. Select "New Tag".

2. Select the "..." icon on the tag you wish to delete.

3. Click "Delete".

   
4. A pop-up notification will appear to inform you that deleting a tag will remove it from all clients profiles.

5. Click "Confirm" to proceed with the deletion of the tag.