Tags
Where can I add a tag?
When creating a lead, on an existing lead, during a bulk import, or in bulk from list view. ▶ Managing Tags — 0:15
How do I tag many records at once?
Switch to List view, click Selected then Select All, then use Actions to add or remove a tag. ▶ Managing Tags — 0:38
Where can I see all my tags?
Settings, then Customizations, then Tags. It covers your Leads, Buyers, Agents, and Vendors. ▶ Managing Tags — 1:06
How do I know how many records use a tag?
The tag list shows usage, when it was created, and when it was last updated. ▶ Managing Tags — 1:18
How do I find records with a specific tag?
Add a filter and choose Tags as the parameter, then select the tag. ▶ Managing Tags — 1:29
How do I rename a tag on lots of records at once?
Edit the tag in your tag settings. The new name applies to every record that has it. ▶ Managing Tags — 2:29
What happens if I delete a tag?
It is removed from every record that had it, and you can no longer filter by it. ▶ Managing Tags — 3:37
A tag disappeared from my records.
It may have been deleted in settings, which removes it everywhere at once. ▶ Managing Tags — 3:59