Using Custom Tags

Tags provide details about an item and make it easy to locate related items that have the same tag.

Using Custom Tags



Tag contacts to ensure every contact, can easily be cataloged and found in a matter of seconds.


 Open your contact record. Click Edit Details.




 Either select a tag you've used before from the drop-down list or begin typing a new tag to create one.



To view all tags and see how many contacts are associated with each tag, go to Settings and click the Tags tab:



Pro Tip: When creating tags for your business be sure to use easy titles that apply to your business. Examples of tags to use: A+, A, B, and C, is a great way to use a grading system on your contacts! "Buyer 2016" and "Seller 2017" are useful for active and past clients. Neighborhood names, work best when farming and circle prospect leads. You can also have tags for: website leads, friends, family, investors, FSBOs, Buyers in a specific price range, etc.