> ## Documentation Index
> Fetch the complete documentation index at: https://docs.traxy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Tags, notes, and assignments

> Coordinate lead review and outreach with other workspace members.

Use workflow fields to make ownership and context clear before members contact the same lead.

## Assign a lead

Choose **Assign** to select an active member, or **Assign to me** to take the next step yourself. You can also assign a selection of leads in bulk.

Assignment identifies who is working on the lead. It does not change qualification or the lead's recorded source.

## Organize with tags

Apply lead tags to group audiences or track your team's process. Use filters to find tagged leads and save that filter as a view.

Lead tags are separate from tags used for tracking profiles. Review the affected leads before deleting or replacing a tag.

## Add a note

Open the lead's notes and record useful context for the workspace. Notes are shared with members. Only the author can edit or delete their note, and deleting a note is permanent.

## Filter your work

Use assignment, tags, notes, status, and feedback filters to build a queue. For example, save a view of active leads assigned to you that still need review.

These workflow changes do not consume pipeline capacity or change qualification scores.


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