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Table of Contents
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.
Where do I find the list of tags on my site?
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.
How do I add a tag?
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.
Using Tags to Create Saved Lead Filters
If you consistently work with a specific group of leads and you don't want to keep using the Advanced Search to find them, you can save tagged leads as a shortcut. For example, let's say you have a group of investor leads that you want to work with. Start by tagging all those leads with “investor”.
Next, do an Advanced Search in the Leads tab to filter by “Tags” + “contains” = “investor”. Click “Save Search” below the Advanced Search dropdowns to save and name the search.
In this example, I named the Saved Search “Investor” and the new shortcut appears at the top.
How do I merge tags?
Do you have similar tags that should be combined? Or perhaps a tag was added with a typo and now you have leads tagged with the correct spelling and some tagged with the incorrect spelling?
Select the tags you wish to merge and then click the “Merge” button.
A pop-up will appear allowing you to select the correct spelling (or other if you want to change both tags to something else entirely). Once you've selected the correct option in the dropdown, click Next. The following pop-up will prompt you to confirm your changes. Click “Merge Tags”.
