How to add tags?
Answer:
Follow these steps to add tags to your leads, buyers, and agents:
Adding Tags on Leads
Navigate to the ‘Leads’ page, and select ‘Active Leads’.
2. Select the lead you want to add a tag to.
3. Click ‘+Add Tag’ in the upper left section, underneath the ‘Lead’ icon. A small window will pop up.
4. Click the dropdown list to select the tag you want to add.
5. Add a new tag by typing the name in the field and hitting ‘Enter.’
6. After adding all the tags, hit ‘Add Tags’.
Editing tags on Leads
7. Hover over a tag and click the three dots on it.
8. Select the editing options, such as ‘Delete,’ ‘Rename,’ or ‘Change color.’
Adding Tags on Buyers
Navigate to ‘Contacts’ and click ‘Buyers.’
2. Click the ‘Contacts’ tab. Select the buyer’s contact.
3. Click ‘+Add Tag’ in the upper left section, underneath the ‘Buyers’ icon. A small window will pop up.
4. Click the dropdown list to select the tag you want to add.
5. Add a new tag by typing the name in the field and hitting ‘Enter.’
6. After adding all the tags, hit ‘Add Tags’.
Adding Tags on Vendors
Navigate to ‘Contacts’ and click ‘Vendors.’
2. Click the ‘Vendors’ tab. Select the vendor’s contact.
3. Click ‘+Add Tag’ in the upper left section, underneath the ‘Vendors’ icon. A small window will pop up.
4. Click the dropdown list to select the tag you want to add.
5. Add a new tag by typing the name in the field and hitting ‘Enter.’
6. After adding all the tags, hit ‘Add Tags’.
’