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Setting Up Tags and Taxonomy Effectively

Organize your contacts, properties, and deals with a smart tagging system that makes searching, filtering, and segmentation easier.

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Creating and Managing Tags

1

Access Tag Management

2

Create New Tag

3

Organize Tags Into Categories

4

Apply Tags to Records

Design Your Taxonomy in Advance

Effective Tag Categories for Real Estate

1

Contact Status Tags

2

Source Tags

3

Property Type Tags

4

Priority and Urgency Tags

5

Communication Preference Tags

Use Colors Consistently

Using Tags Effectively

1

Filter by Tags

2

Create Smart Lists

3

Automation with Tags

4

Reporting by Tag

Prevent Tag Chaos with Governance

Tagging Best Practices

Frequently Asked Questions

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Creating and Managing Custom Fields

Adapt Tesoro CRM to your specific business needs by creating custom fields for contacts, properties, and deals.

schedule 9 min
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