Tags Manager: Adding, Editing, and Organizing Lead Tags

Table of Contents

1. Why This Feature Matters
2. Step-by-Step Instructions
   1. Access the Tag Manager
   2. Add a New Tag
   3. Edit or Delete Existing Tags
   4. Manage Tag Categories
   5. Search Tags and View Usage
   6. Tagging Automation Options
   7. Manual Tag Management
3. Best Practices
4. Troubleshooting
5. FAQs

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.

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Step-by-Step Instructions

1. Access the Tags Manager

• Go to the Leads dropdown menu

• Click on Lead Tags

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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)

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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

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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

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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

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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)

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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

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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

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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.

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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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