# 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*.

<figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F6xZxRDOvluBWozdDWcZV%2Fimage.png?alt=media&#x26;token=1b0dfec6-8b8c-4ba8-b03e-4ed84f1a6905" 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%2FW889YBQMlaz2nCnFiMuj%2Fimage.png?alt=media\&token=7700d104-3ba6-449d-a31a-4e977e7fba4d)\\

2. Click the **"+"** icon. \
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FPAxouS7f3AXmq1DtuLzc%2Fimage.png?alt=media\&token=11d3d6a5-4071-42da-a3b8-4dedba029062)\\

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%2FlSrWKhsVYJhV9WBVk83W%2Fimage.png?alt=media\&token=442171fd-3339-4071-9850-1984887df541)\\

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.\
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   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FeN7b9Z3eMmodbGp7BR7m%2Fimage.png?alt=media\&token=a5311295-a4ba-4a3f-9f23-f64595c8566f)\\

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%2FY43bPBskb547sgfJDa6D%2Fimage.png?alt=media\&token=dbe1e65a-98a3-4b19-92fa-0e45d0d1fd83)\\

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%2F3Ng8JylLnaaNLZWnhBRM%2Fimage.png?alt=media\&token=e13fecdf-578c-4322-8163-65a328b1c675)\\

</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%2FAmuZ7bTixaEwThjlzoZg%2Fimage.png?alt=media\&token=2ff51705-693f-4dbf-b1a3-f666b07a8640)\\

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%2F8KoN1ExKutmvAoT9p3tR%2Fimage.png?alt=media\&token=d45e333f-df3e-419e-8420-c15e1ed16c7c)\\

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%2FYRqoF7B7pMLNGTWbzUro%2Fimage.png?alt=media\&token=d32d593b-c0c7-4019-a399-7cf149b552ed)\\

</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%2FTGbiRltF5tkOUto51L1W%2Fimage.png?alt=media\&token=5b0a9341-1f85-4d95-a001-7be6d4abcf80)\\

### <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%2FzUwL2NHRRv2FF3D92ROC%2Fimage.png?alt=media\&token=3998ef47-97b5-4bec-be0b-b3f1b74a2e67)\\

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%2FqJstm2m5zncQDbg73N2b%2Fimage.png?alt=media\&token=3d7c9816-2fb5-4c45-ad03-563ca8140ef8)\\

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%2FgSVEai9g22WXxEDxGbjU%2Fimage.png?alt=media\&token=33313a4d-1982-4f1c-9ae5-809543df0eff)\\

</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%2FBtLHIl8rzWyeydvmDW1r%2Fimage.png?alt=media\&token=7837b708-6675-4026-a8f8-9df22c5645d0)\\

2. You will see a line separating public tags (on top) and private tags (below).\
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   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FufBDnpFpuYqpR6T4TYlU%2Fimage.png?alt=media\&token=2d6472dd-80bc-4436-9b09-9b6698c9d408)\\

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%2FImyz1GxozmqBfhfanX1w%2Fimage.png?alt=media\&token=4ff23501-62e5-482f-b688-d551b06194c5)\\

</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%2F3ydIAhyNlAFu42UOHACE%2Fimage.png?alt=media\&token=a60f1cdf-1404-40b7-a733-3599329c4d6f)\\

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%2FbzSal6cRzluZ2rAbFOkf%2Fimage.png?alt=media\&token=89782ac9-5fef-40f2-a57d-ac87e4931adc)\\

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%2Ftp9fthl2hdto5XJPoMOL%2Fimage.png?alt=media\&token=66d87832-aa94-4080-b4a5-e63a07f70061)\\

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%2FNVxUseK6eyrhu0ulrZux%2Fimage.png?alt=media\&token=245bcc1d-7b3c-4e0b-9a77-89970cf50820)\\

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%2FUcDhfgc5TwQmz5OeDtve%2Fimage.png?alt=media\&token=91cf1a8b-bac9-4001-974c-bed2b7e38593)\\

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%2Fq0M34DyfGX3hqEUq0weg%2Fimage.png?alt=media\&token=5a4fb60a-566d-4af6-bde7-ea715acb8a3d)\\

</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%2FjbY28mVfd2Xp1NFJbDXA%2Fimage.png?alt=media\&token=f71bed79-df2a-4e8e-b9ae-a48a2ea8ab54)\\

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%2F2852aIX677U2I9yc0lC1%2Fimage.png?alt=media\&token=7bb3339a-6844-4fce-9773-e1a38157f142)\\

</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%2Fg74lvrCyFjPvl7Va55ED%2Fimage.png?alt=media\&token=218f54fe-5bf0-40d7-8557-333936a747e1)\\

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

3. Click **"Delete"**.\
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   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FNxpmw9puEbnAP4gCgI7d%2Fimage.png?alt=media\&token=801772e6-e98c-4bd2-bd3a-6704dbfddeb2)\\

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

5. Click **"Confirm"** to proceed.\
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   ![](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%2F3DNAZfLyCWoQRz5B7CCZ%2Fimage.png?alt=media\&token=cae5814d-77a9-46c2-bf05-23767c2c7bfd)\\

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%2FhF2tSi3Kn4PrCP4iENDy%2Fimage.png?alt=media\&token=b0625468-bacf-45b7-bb5b-0ff329c79321)\\

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

5. Click **"Confirm"** to proceed.\
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   ![](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>
