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How to Use Tags

Learn how to create, apply, edit, and filter tags on your orders, quotes, and leads in Deep Lawn.

In the Tags sub-tab, you can add and apply different tags to your orders. To add a new tag, click "Add" in the right corner. Here, you can add a New Tag and choose a color to associate with that Tag.

You can always edit or delete a Tag by clicking on the three horizontal dots. To delete a Tag, you will also need to delete it from each order it is attached to.

Tags can be added in the Orders tab to any Order, Quote, or Lead. To add a tag, go into the Orders tab and click on the address to which you want to add the tag. Then scroll on the order to Internal Notes and click "Add Tag".

To filter your orders by Tags, select "Add Filter" on the right side of the Orders tab page. Click on Tags and then select how you would like to filter your tags for review.

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