# How to Use Tags

***

## How to Add Tags for Efficient Lead Management 👇

<mark style="background-color:green;">**To perform this action via API, please visit**</mark> [<mark style="color:red;background-color:green;">**this link**</mark>](https://doubletick.readme.io/reference/customer-assign-tags-custom-fields)

{% embed url="<https://youtu.be/Wq6hgThHjd4>" %}

***

## How to Create Tags ?

* Click on the Tag Icon  <img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FOcdB9TzwhZub91hNR6wM%2Fimage.png?alt=media&#x26;token=733e7060-2940-4683-9886-0468eb20e26c" alt="" data-size="line"> on Chat Screen

<div align="left"><figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FVpG2qH1rODKyRpvDdEFr%2Fimage.png?alt=media&#x26;token=76355cf1-7b84-4acc-981f-c75760704b25" alt="" width="563"><figcaption></figcaption></figure></div>

* An "Add a tag" pop up will appear on screen 👇

<div align="left"><figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FJLFhuL05MaWYu5UgeoaA%2Fimage.png?alt=media&#x26;token=78d22c75-2a11-40b7-9319-2b1d124b9949" alt="" width="313"><figcaption></figcaption></figure></div>

* Enter "create" into the search bar, and you'll find a button labeled "<mark style="color:green;">**Create new tag**</mark>**.**"

<div align="left"><figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FJoPRX0nmIVI8VhN3PgnC%2Fimage.png?alt=media&#x26;token=ed4789d1-3260-4da0-92f5-cc889a19fb2c" alt="" width="317"><figcaption></figcaption></figure></div>

* Upon clicking "<mark style="color:green;">Create New Tag,</mark>" a pop-up will appear. Enter the tag name and click the "<mark style="color:green;">**Create New Tag**</mark>" button to complete the process.

<div align="left"><figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FVqraXtFwSBNe91QiaTwU%2Fimage.png?alt=media&#x26;token=0fec5f9b-d6a7-4e8f-9e0d-0f13144f7789" alt="" width="398"><figcaption></figcaption></figure></div>

* Tag Created Successfully!&#x20;

<div align="left"><figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2Fxq4ysdVkcbEMUWSqSNDT%2Fimage.png?alt=media&#x26;token=59c87861-3014-4467-831f-f4f61f2e1019" alt="" width="323"><figcaption></figcaption></figure></div>

*Similarly you can create multiple tags 👇*

<div align="left"><figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2F0XQ5ng6rsGMOV70DpSTB%2Fimage.png?alt=media&#x26;token=280ce7c4-f162-4143-9927-bf1d939288c4" alt="" width="563"><figcaption></figcaption></figure></div>

***

## How to Apply Tags ?&#x20;

* To apply a tag, choose the tag you want to assign to the customer, and then click on the "<mark style="color:green;">**Apply**</mark>" button. <img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FXWY4c24rZN4bAdeKcvEa%2Fimage.png?alt=media&#x26;token=2da41395-f3b0-4dae-b943-f7fe3a9fb5ac" alt="" data-size="line">

<div align="left"><figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FOZc0htLIL3Pdi58Xqk9j%2Fimage.png?alt=media&#x26;token=d7a4cef3-f2cc-42cf-843b-20c185f86cb6" alt="" width="319"><figcaption></figcaption></figure></div>

* A confirmation pop-up will appear select "Apply" to continue <img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FXWY4c24rZN4bAdeKcvEa%2Fimage.png?alt=media&#x26;token=2da41395-f3b0-4dae-b943-f7fe3a9fb5ac" alt="" data-size="line">

<div align="left"><figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FnB5JpSs8E0eVNsEJlVH6%2Fimage.png?alt=media&#x26;token=4ba9b285-e8cd-425b-808a-a6a93ce2106c" alt="" width="375"><figcaption></figcaption></figure></div>

* Tag Applied Successfully!

*<mark style="color:green;">**Tags are displayed on the header of the chat and on Chat View for easy identification and reference**</mark>*

<figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2Ft0emlBoZgzDCjGr8OBdP%2Fimage.png?alt=media&#x26;token=76ed0289-2494-4185-9692-bebadffda5d1" alt=""><figcaption></figcaption></figure>

***

## How to Apply Multiple Tags for a customer?

* Select multiple tags and click Apply&#x20;

<div align="left"><figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2Fz0FGoqMmS71GpGOJ6xJV%2Fimage.png?alt=media&#x26;token=1d1c2007-6f23-4394-abc7-15e4b5836fa6" alt="" width="316"><figcaption></figcaption></figure></div>

* Multiple selected tags have been applied successfully

<figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FWBIRPyIcLLJlJl5zeN7h%2Fimage.png?alt=media&#x26;token=fd011111-1f1f-401f-b319-17a5fcb1d4dc" alt=""><figcaption></figcaption></figure>

***

## How to assign multiple tags to several customers ?&#x20;

* On Chat Feed click on the tick mark icon <mark style="color:green;">**✔**</mark>&#x20;

<figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FTR6MGcndol9tEK9PXgWC%2Fimage.png?alt=media&#x26;token=4c76ed3b-4b1b-4851-b52e-7f14159a0b57" alt=""><figcaption></figcaption></figure>

* Click to choose customers you want to assign Tags

<div align="left"><figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2Fd3flo9SXLrfhUuk5c4dR%2Fimage.png?alt=media&#x26;token=6fb67bd2-e741-47a1-8ea4-c352294625eb" alt="" width="320"><figcaption></figcaption></figure></div>

* Click on the 3 dots and select Apply tag

<div align="left"><figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FXEnd6IDTh0aaU7BqXVMJ%2Fimage.png?alt=media&#x26;token=0a9389c2-61bf-4f12-98e4-b644f108a5bf" alt="" width="563"><figcaption></figcaption></figure></div>

* "Add a tag" pop-up will appear; choose the tags you want to assign to the customers and click on "<mark style="color:green;">**Apply"**</mark>

<figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FKtHyfjtvjrKkHFTWZB2B%2Fimage.png?alt=media&#x26;token=e1d6eb20-68a9-49fe-a835-2911adef4b7a" alt=""><figcaption></figcaption></figure>

* A confirmation pop-up will appear select "<mark style="color:green;">**Apply**</mark>" to continue <img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FXWY4c24rZN4bAdeKcvEa%2Fimage.png?alt=media&#x26;token=2da41395-f3b0-4dae-b943-f7fe3a9fb5ac" alt="" data-size="line">

<figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FLIitkuH4T3rqXKIdq9wa%2Fimage.png?alt=media&#x26;token=c271ea1f-20c2-4299-a5f0-908e80b53fad" alt=""><figcaption></figcaption></figure>

* Tags have been successfully added for the selected customers 👇

<div align="left"><figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FNNioJudigHhr19fQSDNV%2Fimage.png?alt=media&#x26;token=68d36e34-fc35-44be-9762-2238d5ec66cd" alt="" width="320"><figcaption></figcaption></figure></div>

***

## How to remove tags ?&#x20;

* Click on the tag icon on the chat screen. Deselect the tags you wish to remove and click on <mark style="color:green;">**Apply**</mark>.
* A confirmation pop-up will appear select "<mark style="color:green;">**Apply**</mark>" to continue <img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FXWY4c24rZN4bAdeKcvEa%2Fimage.png?alt=media&#x26;token=2da41395-f3b0-4dae-b943-f7fe3a9fb5ac" alt="" data-size="line">
* Tags will be successfully removed

<figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FTQnaiLoepfB4dV0qEhga%2FUntitled%20design%20(3).gif?alt=media&#x26;token=8077731b-1bca-461a-abdc-89331232eef1" alt=""><figcaption></figcaption></figure>

***

## How to Delete Tags?

* Click on the Tag Icon  <img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FOcdB9TzwhZub91hNR6wM%2Fimage.png?alt=media&#x26;token=733e7060-2940-4683-9886-0468eb20e26c" alt="" data-size="line"> on Chat Screen
* On click on the tag icon, an "**Add a Tag**" pop-up will appear, displaying a list of all existing tags
* Hover over the tag you wish to delete to reveal the delete icon on the right side, click on the icon&#x20;
* A delete tag confirmation will appear&#x20;
* Click on the <mark style="color:red;">**Delete**</mark> button to confirm, and the tag will be deleted

<figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2F7nlirBcDBtLJX2bqonl3%2Fdelete%20tag%20(1).gif?alt=media&#x26;token=b44d315d-532e-4764-894b-12de1b5f573f" alt=""><figcaption></figcaption></figure>

## <br>
