The Sierra Tags Manager: How Tagging Enhances Your Lead Management

Why This Feature Matters

Organizing your leads with custom tags significantly improves segmentation and automation. Here’s why it’s crucial:

• Problem Solving: In a fast-paced real estate environment, managing leads efficiently is challenging. Tags help differentiate leads based on their status or needs.
• Value to You: By utilizing tags effectively, you can save time, improve lead follow-ups, and increase your chances of closing deals.

• A real estate agent applies tags like “First-Time Buyer” or “Investor” to classify leads and tailor their follow-up strategies.
• Teams that use color-coded tags quickly spot priority leads, resulting in faster response times.

Step-by-Step Instructions

1. Access the Tags Manager

• Go to the Leads dropdown menu

• Click on Lead Tags

2. Add a New Tag

• Click + Add Lead Tag

• Provide a name

• Optional:

  • Add it to a category

  • Enter a description

  • Prevent Agent-level users from un-applying it

  • Choose a color (including custom colors)

3. Edit or Delete Existing Tags

• Click Edit to update a tag’s name, category, description, access settings, or color

• Click Delete to remove a tag

  • If leads are already tagged, you’ll be prompted to reassign them to another tag

  • You’ll also receive a warning if the tag is used in any Smart Filters

4. Manage Tag Categories

• Click Manage Categories

• Add a new category by clicking + New Category

  • Enter a name (required), and optionally a description and color

   

• Click Edit to modify existing categories

• Click Delete to remove a category

  • Note: Deletion cannot be undone

5. Search Tags and View Usage

• Use the Search Lead Tags box to find tags

• Filter by category using the dropdown next to the search bar

• View how many leads have a tag by checking the #Leads column

  • Click the number to view those specific leads

6. Tagging Automation Options

• Automatically apply tags to leads who register an account

• Tags can also be assigned through:

  • Lead Routing Rules (see: Lead Routing and Distribution – Account Level)

  • Tracking Links (see: How to Create a Tracking Link and Squeeze Page)

  • Contact Forms (see: Route Leads by Contact Form Tags)

7. Manual Tag Management

• In the Lead Dashboard, select leads and use the Tags menu to:

  • Add Lead Tag

  • New Lead Tag

  • Replace Lead Tag

  • Remove Lead Tag

   

• In a Lead’s Detail Page, manage tags from the Summary tab

  • Tags restricted via “Agents Can’t Un-Apply?” will not be removable or visible to Agents unless already applied

Best Practices

• Use descriptive tag names and categorize them for easier filtering

• Apply color-coding to visually differentiate lead types or stages

• Avoid duplicate tags by searching before adding a new one

• Limit Agent-level permissions to prevent critical tag removal

Troubleshooting Common Issues

Issue: Can’t undo tag deletion

Solution: Confirm before deletion. Consider reassigning leads before deleting a tag.

 

Issue: Agent can’t apply or remove a specific tag

Solution: Check the “Agents Can’t Un-Apply?” setting in the tag’s configuration.

 

FAQs

Q: Can I recover a deleted tag or tag category?

A: No. Tag deletions are permanent and cannot be undone.

Q: Will Agent-level users see restricted tags?

A: Only if the tag is already applied to a lead. Otherwise, they won’t see or use those tags.

Q: Can I reassign leads to another tag when deleting a tag?

A: Yes, you’ll be prompted to reassign tagged leads to a different tag during deletion.