> For the complete documentation index, see [llms.txt](https://help.nobi.pro/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.nobi.pro/setup/category/assign-tags.md).

# Assign Tags

Please go to **Setup** >> **Category** >> **Assign Tags**

![](/files/-MlSjm0z_JT2hkU4hYed)

## 1. Customer tags.

This allows you to assign tags for the customers in tab **Lead Management** or **Telesales.**

* **Add:** Click Button **Add tag  >>** Fill out all the required fields in the popup window **>** Click **Add** to finish.

![](/files/-MlSoZvhk1H96znlpJLw)

* **Edit:** Click symbol **Edit >> Change the information needed > Click Update/ Cancel to finish.**
* **Delete:** Click symbol **Delete >** Select **Agree** to delete or **Dismiss** to cancel.

![](/files/-MlSooLQYerTnE29nRAY)

## 2. Purchase order tags.

This allows you to assign tags for the customers in tab **Purchase Orders.**

* **Add:** Click Button **Add tag  >>** Fill out all the required fields in the popup window **>** Click **Add** to finish.

![](/files/-MlSpojh7adhir_McoLU)

* **Edit:** Click symbol **Edit >> Change the information needed > Click Update/ Cancel to finish.**
* **Delete:** Click symbol **Delete >** Select **Agree** to delete or **Dismiss** to cancel.

![](/files/-MlSq0i8K_nqf0P-PwKu)

## 3. Conversation tags.

This allows you to assign tags for the customers in the tab **Purchase Orders.**

### 3.1 To add, edit or delete the conversation tags.

* **Add:** Click Button **Add tag  >>** Fill out all the required fields in the popup window **>** Click **Add** to finish.

![](/files/-MlStvTvl6_D-aOehIrc)

* **Edit:** Click symbol **Edit >> Change the information needed > Click Update/ Cancel to finish.**
* **Delete:** Click symbol **Delete >** Select **Agree** to delete or **Dismiss** to cancel.

![](/files/-MlSv-IHbGnkZZYMSu2v)

### 3.2 Sync the Pancake tags.

You will be able to sync the conversation tags from Pancake to Nobita with this function.

**Step 1:** Download file from Pancake and use that file to upload on Nobita as below:

![](/files/-MlT0ZJbfpISCoNww2cH)

**Step 2:** Go to **Export** on Pancake >> **Download** the file >> **Upload** on Nobita

![](/files/-MlT8ilvhiUUmsVsNCkq)

### 3.3 Sync the Fanpage tags.

Page tag synchronization is a feature of synchronizing conversation tags from one page to another. To synchronize the page-tag, please follow these steps below:&#x20;

**Step 1:** Click "**Sync Fanpage tags**" -> Button changes to "**Save tag sync**"&#x20;

**Step 2**: Select the conversation tags by checking the checkbox before the tags.&#x20;

**Step 3:** Click "**Save Card Sync**" -> Synchronization form is displayed&#x20;

**Step 4**: Select the landing page you want to sync&#x20;

**Step 5**: Click "**Sync**"

![](/files/-MlTymWLqvbe_aWXE1ru)

## 4. Shopee conversation tags.

This allows you to assign tags for the customers in the tab **Shopee Chat.**

* **Add:** Click Button **Add tag  >>** Fill out all the required fields in the popup window **>** Click **Add** to finish.

![](/files/-MlU-SjkzlLB81-5IRvO)

* **Edit:** Click symbol **Edit >> Change the information needed > Click Update/ Cancel to finish.**
* **Delete:** Click symbol **Delete >** Select **Agree** to delete or **Dismiss** to cancel.

![](/files/-MlU-dGdQBOrypBgTbeU)


---

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