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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