# Assign Tags

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

![](https://2334931292-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MizURmXnwlpLX8GtVo_%2F-MlShq6A3c-OINFUROam%2F-MlSjm0z_JT2hkU4hYed%2Fimage.png?alt=media\&token=5a5300a2-eaa8-4d57-a361-6e994cb00f7a)

## 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.

![](https://2334931292-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MizURmXnwlpLX8GtVo_%2F-MlSmhmby6pg5c6O_kOf%2F-MlSoZvhk1H96znlpJLw%2F2021-10-08_09h52_41.png?alt=media\&token=478c4061-6034-462a-981b-2c55225e9097)

* **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.

![](https://2334931292-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MizURmXnwlpLX8GtVo_%2F-MlSmhmby6pg5c6O_kOf%2F-MlSooLQYerTnE29nRAY%2Fimage.png?alt=media\&token=86bb2422-2b4c-451b-ae54-19c27dfe5fad)

## 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.

![](https://2334931292-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MizURmXnwlpLX8GtVo_%2F-MlSp77gjz1PHPkqr63U%2F-MlSpojh7adhir_McoLU%2Fimage.png?alt=media\&token=4d11f387-857e-46cc-a1d6-5ef5ddcd3270)

* **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.

![](https://2334931292-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MizURmXnwlpLX8GtVo_%2F-MlSp77gjz1PHPkqr63U%2F-MlSq0i8K_nqf0P-PwKu%2Fimage.png?alt=media\&token=846ea944-fa97-4703-bd8c-55dafb762196)

## 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.

![](https://2334931292-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MizURmXnwlpLX8GtVo_%2F-MlSqjHXBBhWCIStOhM8%2F-MlStvTvl6_D-aOehIrc%2Fimage.png?alt=media\&token=2fef4a0b-a072-4308-9b1c-c9ce7072543a)

* **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.

![](https://2334931292-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MizURmXnwlpLX8GtVo_%2F-MlSqjHXBBhWCIStOhM8%2F-MlSv-IHbGnkZZYMSu2v%2Fimage.png?alt=media\&token=69ff4c27-7c66-4b50-82cc-50bd96e02f00)

### 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:

![](https://2334931292-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MizURmXnwlpLX8GtVo_%2F-MlT00lZyVeiTiU1Biip%2F-MlT0ZJbfpISCoNww2cH%2Fimage.png?alt=media\&token=cef923c1-c3b9-469c-8dc8-fc4f652b41c5)

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

![](https://2334931292-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MizURmXnwlpLX8GtVo_%2F-MlT0d0AlxBAmnASMCaW%2F-MlT8ilvhiUUmsVsNCkq%2Fimage.png?alt=media\&token=d8a3a69f-b8e0-4a20-aca6-428c45c7c96b)

### 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: 

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

**Step 2**: Select the conversation tags by checking the checkbox before the tags. 

**Step 3:** Click "**Save Card Sync**" -> Synchronization form is displayed 

**Step 4**: Select the landing page you want to sync 

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

![](https://2334931292-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MizURmXnwlpLX8GtVo_%2F-MlTvw0LDQO3IiKWxmzx%2F-MlTymWLqvbe_aWXE1ru%2Fimage.png?alt=media\&token=8a39a8a1-ec7f-4a98-8e10-afa76f7eab80)

## 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.

![](https://2334931292-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MizURmXnwlpLX8GtVo_%2F-MlTyz7Ps3O1tnnF70iK%2F-MlU-SjkzlLB81-5IRvO%2Fimage.png?alt=media\&token=c570750a-d8ea-4808-8247-55955fa5909d)

* **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.

![](https://2334931292-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MizURmXnwlpLX8GtVo_%2F-MlTyz7Ps3O1tnnF70iK%2F-MlU-dGdQBOrypBgTbeU%2Fimage.png?alt=media\&token=8376ec5f-7909-4f8c-90be-2b0ea75fc1c2)