How to Use Tags
Learn to create, apply, remove, and delete tags on DoubleTick for efficient lead management. Now categorize and organize customer data and segment them easily.
How to Add Tags for Efficient Lead Management 👇
How to Create Tags ?
An "Add a tag" pop up will appear on screen 👇
Enter "create" into the search bar, and you'll find a button labeled "Create new tag."
Upon clicking "Create New Tag," a pop-up will appear. Enter the tag name and click the "Create New Tag" button to complete the process.
Tag Created Successfully!
Similarly you can create multiple tags 👇
How to Apply Tags ?
Tag Applied Successfully!
Tags are displayed on the header of the chat and on Chat View for easy identification and reference
How to Apply Multiple Tags for a customer?
Select multiple tags and click Apply
Multiple selected tags have been applied successfully
How to assign multiple tags to several customers ?
On Chat Feed click on the tick mark icon ✔
Click to choose customers you want to assign Tags
Click on the 3 dots and select Apply tag
"Add a tag" pop-up will appear; choose the tags you want to assign to the customers and click on "Apply"
Tags have been successfully added for the selected customers 👇
How to remove tags ?
Click on the tag icon on the chat screen. Deselect the tags you wish to remove and click on Apply.
Tags will be successfully removed
How to Delete Tags?
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
A delete tag confirmation will appear
Click on the Delete button to confirm, and the tag will be deleted
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