Custom Tags

Tags help you quickly understand your clients’ 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.

1. Create Tags

To create tags:

Public Tags

1. Click the "Settings" icon.

2. Click the "+" icon.

3. Enter the tag name (max 50 characters), making sure it doesn't duplicate existing tags.

4. Press "Enter" on your keyboard to create the tag.

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.

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.

7. The tag will be added to the lead.

Private Tags

1. Click "New Tag" (hidden if the lead has 30 tags).

2. Enter a unique tag name for this lead (up to 50 characters).

3. Click "Create".

4. The tag will be added to the lead.

2. Remove Tags

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.

3. Sort Tags

You can sort the tags assigned to a lead by simply dragging and dropping them in the order you prefer.

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

Public Tags

1. Click the "Settings" icon.

2. Click the "Sort" icon next to the tag you want to move and drag it to your desired position.

Private Tags

1. Click "New Tag".

2. You will see a line separating public tags (on top) and private tags (below).

3. Click the "Sort" icon next to the private tag you want to move and drag it to the preferred position.

4. Edit Tags

Public Tags

1. Click the "Settings" icon.

1. Click the “>” icon next to the tag you want to edit.

2. Amend the tag name and click "Enter" on your keyboard.

3. The tag name will be updated.

Private Tags

1. Click "New Tag".

1. Click the “...” icon next to the tag you want to edit.

2. Amend the tag name and click "Enter" on your keyboard.

3. The tag name will be updated.

5. Colour Change

Public Tags

1. Click the "Settings" icon.

2. Click the “>” icon next to the tag you want to change.

3. Select your preferred color and the tag colour will be updated.

Private Tags

1. Click "New Tag".

2. Click the “...” icon next to the tag you want to recolor.

3. Choose a new color and the tag colour will be updated.

6. Delete Tags

Public Tags

1. Click the "Settings" icon.

2. Click the “>” icon next to the tag you want to delete.

3. Click "Delete".

4. A confirmation pop-up will warn that deleting this tag removes it from all leads’ profiles.

5. Click "Confirm" to proceed.

Private Tags

1. Click "New Tag".

2. Click the “...” icon next to the tag you want to delete.

3. Click "Delete".

4. A confirmation pop-up will warn you that deleting the tag removes it from all leads and clients.

5. Click "Confirm" to proceed.