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How to Use Tags to Filter and Manage Your Leads
Tags provide an additional way to sort your leads. You can use tags to create saved lead search filters, export specific leads, or even use tag-filters to reassign leads in bulk.
Your Tag Manager is located in the Settings tab of your Lead Manager, under Miscellaneous.
This is where you can find all the tags for your site, including tags created by other agents. It is important to note that any user in the lead manager can access, edit and delete all tags.
To add a new tag, simply select the lead you wish to tag from the Leads tab. On the lead's detail page, click the link below their contact information that says “Tags”.
A field will appear allowing you to enter the tag. Suggested tags will appear if they match what you have typed. In the example below, I entered “ve” which brought up the “vendor” tag. I could click “vendor” if this is what I was looking for,or continue typing to add something else.
