> 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

The Nobita system supports the feature of assigning customer tags, order tags, and conversation tags to help you easily manage and make statistics according to customers, orders, and conversations.

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)