# How to Use Tags

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## 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>" %}

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## How to Create Tags ?

* Click on the Tag Icon  <img src="/files/km1pYlc70W4R7agZ6gVo" alt="" data-size="line"> on Chat Screen

<div align="left"><figure><img src="/files/xFPH9c5R0FCWKQhDbGG7" alt="" width="563"><figcaption></figcaption></figure></div>

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

<div align="left"><figure><img src="/files/96Lg2Y48pr2if7qqdsBi" 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="/files/tOw8GcX8leeJvxbU2s1J" 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="/files/DNjSDfOIZAVYbz5GVoSM" alt="" width="398"><figcaption></figcaption></figure></div>

* Tag Created Successfully!&#x20;

<div align="left"><figure><img src="/files/m8eUjU7vacJ6LY1y9Wjh" alt="" width="323"><figcaption></figcaption></figure></div>

*Similarly you can create multiple tags 👇*

<div align="left"><figure><img src="/files/AKDZwFwsxvNSOImdGD74" alt="" width="563"><figcaption></figcaption></figure></div>

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## 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="/files/WESAop0C23ggJ9TdK84t" alt="" data-size="line">

<div align="left"><figure><img src="/files/QugPkOD8d3LexJzz7Ndy" alt="" width="319"><figcaption></figcaption></figure></div>

* A confirmation pop-up will appear select "Apply" to continue <img src="/files/WESAop0C23ggJ9TdK84t" alt="" data-size="line">

<div align="left"><figure><img src="/files/fBfY9fyOYE0Xi1faWuvK" 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="/files/u3RDvkMSlAWCOC1r8QRE" 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="/files/BAQWb7M7X70oiv9bBImJ" alt="" width="316"><figcaption></figcaption></figure></div>

* Multiple selected tags have been applied successfully

<figure><img src="/files/M0TBGtYt79HPoWb4Wbud" 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="/files/gCQxPt0C8hos6IFbH4Ja" alt=""><figcaption></figcaption></figure>

* Click to choose customers you want to assign Tags

<div align="left"><figure><img src="/files/UyNUOYxLheJvM9lj3nWW" alt="" width="320"><figcaption></figcaption></figure></div>

* Click on the 3 dots and select Apply tag

<div align="left"><figure><img src="/files/zvsvy0ZND5UrSyCyoPuI" 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="/files/SZb4Avng07NOTlgwbMwo" alt=""><figcaption></figcaption></figure>

* A confirmation pop-up will appear select "<mark style="color:green;">**Apply**</mark>" to continue <img src="/files/WESAop0C23ggJ9TdK84t" alt="" data-size="line">

<figure><img src="/files/GLdaUKK6tkh6Zd0uvGp0" alt=""><figcaption></figcaption></figure>

* Tags have been successfully added for the selected customers 👇

<div align="left"><figure><img src="/files/GfwMsjGOLv0p0wFw87LV" 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="/files/WESAop0C23ggJ9TdK84t" alt="" data-size="line">
* Tags will be successfully removed

<figure><img src="/files/YMD1zqx7nrkHk1XYTM1g" alt=""><figcaption></figcaption></figure>

***

## How to Delete Tags?

* Click on the Tag Icon  <img src="/files/km1pYlc70W4R7agZ6gVo" 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="/files/XVJKaFv5i3Hz54pmPF2m" alt=""><figcaption></figcaption></figure>

## <br>


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```
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```

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The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
