--- title: Auto-Tagging Leads Based on Behavioral Notification Triggers description: Set up auto-tagging rules in the Sierra Interactive CRM tied to lead behavior like saved listings and repeat views, then use tag-based smart filters to prioritize follow-up. image: https://www.sierrainteractive.com/wp-content/uploads/2022/07/Website-Preview-V2A.jpg --- [Skip to content](https://help.sierrainteractive.com/helpcenter/auto-tagging-leads-based-on-behavioral-notification-triggers#main-content) [Contact Support](https://help.sierrainteractive.com/helpcenter/kb-tickets/new?hsLang=en) [![Sierra Interactive logo](https://help.sierrainteractive.com/hs-fs/hubfs/sierra%20interactive%20logo.png?width=250&height=34&name=sierra%20interactive%20logo.png)](https://help.sierrainteractive.com/helpcenter?hsLang=en) - [Sierra CRM Login](https://client.sierrainteractivedev.com/login.aspx?sn=sierrainteractive.com) - [Sierra Support](https://share.hsforms.com/1-PkIvKPkRJ2Oe4iP28LPugcrxj0?__hstc=240356316.ca34a03f98730f420ad639300528f2a2.1764955183725.1783970890126.1783975123568.351&__hssc=240356316.31.1783975123568&__hsfp=3cbed2008eb4c720102b6f72b9dd6767) - [Training & Learning](https://info.sierrainteractive.com/live-training-learning-opportunities) Show submenu for Training & Learning - [Sierra Academy](https://info.sierrainteractive.com/sierra-academy) - [Live Training Sessions](https://help.sierrainteractive.com/helpcenter/join-live-training-sessions-explore-sierra-learning-resources) Show submenu for Live Training Sessions - [Tuesdays 11AM ET](https://us02web.zoom.us/j/81520282538) - [Wednesdays 1:30PM ET](https://us02web.zoom.us/j/84246589732) - [Fridays 3PM ET](https://us02web.zoom.us/j/86964951435) - [Sierra YouTube Channel](https://www.youtube.com/@sierrainteractive/featured) - [Sierra Facebook Mastermind](https://www.facebook.com/groups/sierrainteractive) - [Referral Dashboard](https://www.sierrainteractive.com/customer-referral-dashboard/) - [Operations & Closures](https://info.sierrainteractive.com/sierra-interactive-observed-holidays) - [System Status](https://status.sierrainteractive.com/) Open main navigation Close main navigation - [Sierra CRM Login](https://client.sierrainteractivedev.com/login.aspx?sn=sierrainteractive.com) - [Sierra Support](https://share.hsforms.com/1-PkIvKPkRJ2Oe4iP28LPugcrxj0?__hstc=240356316.ca34a03f98730f420ad639300528f2a2.1764955183725.1783970890126.1783975123568.351&__hssc=240356316.31.1783975123568&__hsfp=3cbed2008eb4c720102b6f72b9dd6767) - [Training & Learning](https://info.sierrainteractive.com/live-training-learning-opportunities) Show submenu for Training & Learning - [Sierra Academy](https://info.sierrainteractive.com/sierra-academy) - [Live Training Sessions](https://help.sierrainteractive.com/helpcenter/join-live-training-sessions-explore-sierra-learning-resources) Show submenu for Live Training Sessions - [Tuesdays 11AM ET](https://us02web.zoom.us/j/81520282538) - [Wednesdays 1:30PM ET](https://us02web.zoom.us/j/84246589732) - [Fridays 3PM ET](https://us02web.zoom.us/j/86964951435) - [Sierra YouTube Channel](https://www.youtube.com/@sierrainteractive/featured) - [Sierra Facebook Mastermind](https://www.facebook.com/groups/sierrainteractive) - [Referral Dashboard](https://www.sierrainteractive.com/customer-referral-dashboard/) - [Operations & Closures](https://info.sierrainteractive.com/sierra-interactive-observed-holidays) - [System Status](https://status.sierrainteractive.com/) - [Contact Support](https://help.sierrainteractive.com/helpcenter/kb-tickets/new) Search Help Center - There are no suggestions because the search field is empty. 1. 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[Lead Organization & Tagging](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en#lead-organization-tagging) July 22, 2026 # Auto-Tagging Leads Based on Behavioral Notification Triggers ## Automatically flag high-intent leads, like repeat visitors or people who save listings, so your team can prioritize follow-up without waiting on notifications. ### Table of Contents - [Why This Feature Matters](https://help.sierrainteractive.com/helpcenter/auto-tagging-leads-based-on-behavioral-notification-triggers#why) - [Step-by-Step Instructions](https://help.sierrainteractive.com/helpcenter/auto-tagging-leads-based-on-behavioral-notification-triggers#step) - [Applies Account-Wide](https://help.sierrainteractive.com/helpcenter/auto-tagging-leads-based-on-behavioral-notification-triggers#applies) - [Best Practices](https://help.sierrainteractive.com/helpcenter/auto-tagging-leads-based-on-behavioral-notification-triggers#best) - [Troubleshooting Common Issues](https://help.sierrainteractive.com/helpcenter/auto-tagging-leads-based-on-behavioral-notification-triggers#issue) - [FAQs](https://help.sierrainteractive.com/helpcenter/auto-tagging-leads-based-on-behavioral-notification-triggers#faq) --- ### Why This Feature Matters Auto-tagging helps you spot and prioritize high-intent leads without relying on someone to catch every notification. When a lead saves a listing, returns to your site, or views the same property multiple times, Sierra can apply a tag automatically, no manual review required. This gives your team a few concrete advantages: - Faster speed-to-lead, since active or returning leads get flagged the moment they take action - Smart filters built on auto-applied tags, so high-value leads surface on the Manage Leads page without a manual search - Fewer missed follow-ups caused by a notification getting buried or overlooked - A more sustainable workflow for ISAs and agents managing a high volume of leads [back to the top](https://help.sierrainteractive.com/helpcenter/auto-tagging-leads-based-on-behavioral-notification-triggers#top) --- ### Step-by-Step Instructions ![behavioral\_notification\_settings](https://help.sierrainteractive.com/hs-fs/hubfs/behavioral_notification_settings.gif?width=670&height=316&name=behavioral_notification_settings.gif) **Enable auto-tagging based on behavior** 1. Click on your profile icon on the top-right corner. 2. Select **My Notification Settings.** 3. On the dropdown select **Behavioral.** 4. Locate the notification type you want to tag (for example, Saved Listing or Viewed Property X Times). 5. Click the **+** button in the Tags section. 6. Choose one or more tags from the list. 7. Click **Save Changes**. **Remove an auto-applied tag** 1. In the same area, click the **X** next to the tag you want to remove. 2. Click **Save Changes**. ⚠️ Only Primary Managers and Manager-level users can edit these settings. Agent-level and Lender-level users can view the settings but can't edit or remove them. For a full walkthrough of creating, editing, and organizing the tags themselves before you assign them here, see [Tags Manager: Adding, Editing, and Organizing Lead Tags](https://help.sierrainteractive.com/helpcenter/the-sierra-tags-manager-how-tagging-enhances-your-lead-management?hsLang=en). [back to the top](https://help.sierrainteractive.com/helpcenter/auto-tagging-leads-based-on-behavioral-notification-triggers#top) --- ### Applies Account-Wide Auto-tagging rules apply to every lead across the account. Any lead that performs the matching behavior receives the specified tag, regardless of which agent or team they're assigned to. Auto-tagging isn't user-specific; it can't be turned on for some agents or teams and off for others. [back to the top](https://help.sierrainteractive.com/helpcenter/auto-tagging-leads-based-on-behavioral-notification-triggers#top) --- ### Best Practices - Build tag-based smart filters on the Manage Leads page to surface high-intent leads at a glance. See [Advanced Search and Smart Filters in the Leads Dashboard](https://help.sierrainteractive.com/helpcenter/advanced-search-and-smart-filters-in-the-leads-dashboard?hsLang=en) for how to set these up. - Train your team to check tagged leads first in their daily workflow. - Use consistent, descriptive tag names, like "Saved Listing" or "Viewed 3+ Times," so filters stay easy to read. - Review your auto-tagging rules periodically as your lead engagement strategy evolves. [back to the top](https://help.sierrainteractive.com/helpcenter/auto-tagging-leads-based-on-behavioral-notification-triggers#top) --- ### Troubleshooting Common Issues - **Tags aren't applying to the leads you expect.** Confirm the behavior criteria were met exactly, for example, that the lead viewed the same property the required number of times. - **Agents can't change or remove an auto-applied tag.** Only Managers or the Primary Manager can make tag assignment changes. This is expected, not a bug. [back to the top](https://help.sierrainteractive.com/helpcenter/auto-tagging-leads-based-on-behavioral-notification-triggers#top) --- ### FAQs - **What counts as a "behavioral notification"?** Behavioral notifications are triggered when a lead takes a specific action that signals interest or re-engagement. These include: saving a listing, submitting a Request for More Info on a specific listing, submitting a Schedule Showing request, returning to the site after being away for 21 or more days, viewing the same property 5 or more times, clicking 3 or more listing alerts, and taking action while marked as a pond lead in Not Working status - **Can I apply multiple tags to a single behavior?** Yes. You can associate more than one tag with each notification type. - **Can I turn this off for some users or teams?** No. Auto-tagging applies to all leads across the entire account. - **Where do I manage the tags themselves, like renaming or deleting one?** Use the Tags Manager. See [Tags Manager: Adding, Editing, and Organizing Lead Tags](https://help.sierrainteractive.com/helpcenter/the-sierra-tags-manager-how-tagging-enhances-your-lead-management?hsLang=en). - **How do I make sure my team actually sees a lead the moment it's tagged?** Pair auto-tagging with your notification preferences. See [Lead Notification Settings: Email, Text, and In-App](https://help.sierrainteractive.com/helpcenter/lead-notification-settings-email-text-and-in-app?hsLang=en). 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