Create, modify, and delete tags that are attached to leads here. Tags make it easy to segment your leads into categories or to provide additional identification to sort and filter them. Recommendations for assigning tags include identification based on marketing approach ("Cold Call List" or "RVM List"), investment type ("Rehab" or "Rental"), or property type ("SFH", or "Multi-Family").


While you can create a new tag as part of the Import List process and through the Leads page, this page will provide greater flexibility to do so.


To create a new tag, click Add Tag.


Enter the tag and then click Save. Once added, the tag will appear in the tag list and can then be assigned to Leads.



To modify a tag, click the pencil icon to the right of the tag under the Action column.


To delete a tag, click the trash icon to the right of the tag under the Action column. When the popup displays, click Yes, delete it.


To delete multiple tags at once, select from the dropdown or click the checkboxes to the left of multiple tags and then click the delete button. When the popup displays, click Yes, delete it.