--- title: "Tags Manager: Adding, Editing, and Organizing Lead Tags" description: Learn how to add, edit, delete, and organize lead tags and categories in Sierra Interactive's Tags Manager, including automation options and bulk tag actions. image: https://www.sierrainteractive.com/wp-content/uploads/2022/07/Website-Preview-V2A.jpg --- [Skip to content](https://help.sierrainteractive.com/helpcenter/the-sierra-tags-manager-how-tagging-enhances-your-lead-management#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. [Help Center](https://help.sierrainteractive.com/helpcenter?hsLang=en) 2. [Lead Management](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en) 3. [Lead Organization & Tagging](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en#lead-organization-tagging) August 7, 2026 # Tags Manager: Adding, Editing, and Organizing Lead Tags ## Learn how to create, edit, organize, and automate lead tags in Sierra Interactive's Tags Manager to segment your database. ### **Table of Contents** 1. [Why This Feature Matters](https://help.sierrainteractive.com/helpcenter/the-sierra-tags-manager-how-tagging-enhances-your-lead-management#why) 2. [Step-by-Step Instructions](https://help.sierrainteractive.com/helpcenter/the-sierra-tags-manager-how-tagging-enhances-your-lead-management#step) 1. [Access the Tag Manager](https://help.sierrainteractive.com/helpcenter/the-sierra-tags-manager-how-tagging-enhances-your-lead-management#access) 2. [Add a New Tag](https://help.sierrainteractive.com/helpcenter/the-sierra-tags-manager-how-tagging-enhances-your-lead-management#add) 3. [Edit or Delete Existing Tags](https://help.sierrainteractive.com/helpcenter/the-sierra-tags-manager-how-tagging-enhances-your-lead-management#edit) 4. [Manage Tag Categories](https://help.sierrainteractive.com/helpcenter/the-sierra-tags-manager-how-tagging-enhances-your-lead-management#manage) 5. [Search Tags and View Usage](https://help.sierrainteractive.com/helpcenter/the-sierra-tags-manager-how-tagging-enhances-your-lead-management#search) 6. [Tagging Automation Options](https://help.sierrainteractive.com/helpcenter/the-sierra-tags-manager-how-tagging-enhances-your-lead-management#tagging) 7. [Manual Tag Management](https://help.sierrainteractive.com/helpcenter/the-sierra-tags-manager-how-tagging-enhances-your-lead-management#manual) 3. [Best Practices](https://help.sierrainteractive.com/helpcenter/the-sierra-tags-manager-how-tagging-enhances-your-lead-management#best) 4. [Troubleshooting](https://help.sierrainteractive.com/helpcenter/the-sierra-tags-manager-how-tagging-enhances-your-lead-management#troubleshooting) 5. [FAQs](https://help.sierrainteractive.com/helpcenter/the-sierra-tags-manager-how-tagging-enhances-your-lead-management#faq) ### **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. #### **Real-World Examples** - 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. [Back to top](https://help.sierrainteractive.com/helpcenter/the-sierra-tags-manager-how-tagging-enhances-your-lead-management#top) ### **Step-by-Step Instructions** **1. Access the Tags Manager** - Go to the **Leads** dropdown menu - Click on **Lead Tags** **![](https://help.sierrainteractive.com/hs-fs/hubfs/image-png-Jun-16-2026-08-45-43-2008-PM.png?width=670&height=363&name=image-png-Jun-16-2026-08-45-43-2008-PM.png)** [Back to top](https://help.sierrainteractive.com/helpcenter/the-sierra-tags-manager-how-tagging-enhances-your-lead-management#top) **2. Add a New Tag** - Click **+ Add Lead Tag** **![](https://help.sierrainteractive.com/hs-fs/hubfs/image-png-Jun-16-2026-08-46-41-2400-PM.png?width=670&height=242&name=image-png-Jun-16-2026-08-46-41-2400-PM.png)** - 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) ![](https://help.sierrainteractive.com/hs-fs/hubfs/image-png-Jun-16-2026-08-47-34-6328-PM.png?width=670&height=624&name=image-png-Jun-16-2026-08-47-34-6328-PM.png) [Back to top](https://help.sierrainteractive.com/helpcenter/the-sierra-tags-manager-how-tagging-enhances-your-lead-management#top) **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 ![](https://help.sierrainteractive.com/hs-fs/hubfs/image-png-Jun-16-2026-08-48-55-0091-PM.png?width=670&height=165&name=image-png-Jun-16-2026-08-48-55-0091-PM.png) [Back to top](https://help.sierrainteractive.com/helpcenter/the-sierra-tags-manager-how-tagging-enhances-your-lead-management#top) **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 ![](https://help.sierrainteractive.com/hs-fs/hubfs/image-png-Jun-16-2026-08-49-36-8544-PM.png?width=670&height=242&name=image-png-Jun-16-2026-08-49-36-8544-PM.png) [Back to top](https://help.sierrainteractive.com/helpcenter/the-sierra-tags-manager-how-tagging-enhances-your-lead-management#top) **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 ![](https://help.sierrainteractive.com/hs-fs/hubfs/image-png-Jun-16-2026-08-50-57-7230-PM.png?width=670&height=259&name=image-png-Jun-16-2026-08-50-57-7230-PM.png) [Back to top](https://help.sierrainteractive.com/helpcenter/the-sierra-tags-manager-how-tagging-enhances-your-lead-management#top) **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*) [Back to top](https://help.sierrainteractive.com/helpcenter/the-sierra-tags-manager-how-tagging-enhances-your-lead-management#top) **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 ![](https://help.sierrainteractive.com/hs-fs/hubfs/image-png-Jun-16-2026-08-53-10-2603-PM.png?width=1440&height=2153&name=image-png-Jun-16-2026-08-53-10-2603-PM.png) [Back to top](https://help.sierrainteractive.com/helpcenter/the-sierra-tags-manager-how-tagging-enhances-your-lead-management#top) ### **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 [Back to top](https://help.sierrainteractive.com/helpcenter/the-sierra-tags-manager-how-tagging-enhances-your-lead-management#top) ### **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. [Back to top](https://help.sierrainteractive.com/helpcenter/the-sierra-tags-manager-how-tagging-enhances-your-lead-management#top) ### **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. 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