You can add or edit the tags on a record at any timeā€”from the moment it is uploaded until the deal is closed. Tags help you organize and locate records that fit specific criteria.

Here are some examples for how you can use tags:

Tag Type

Description

Examples

Data source

Tag where the data was pulled from to help you pull from the same source in the future

  • Listsource

  • Public records

  • Courthouse

List pull date

Tag the data you pulled a record so you know how old the data is

  • May 2019

  • June 2020

  • Sept 2021

Farm area

Tag farm areas

  • Utah

  • Florida

  • Essex County, MA

Investment strategy

Tag records by different strategies

  • Wholesaling area

  • Rental area

  • New construction area

Marketing strategy

Tag records based on the marketing strategy you'll use

  • High touch campaign

  • Cold calling

  • Quarterly marketing

Create a tag

You can create a tag using any of these methods:

  • Method 1: Add a tag through System Settings

  • Method 2: Import a list of tags

  • Method 3: Add a tag to a new record during import

  • Method 4: Add a tag to an existing record via the record's detail page

Method 1: Add a tag through system settings

  1. Click your profile icon in the top right, then click System Settings.

  2. Click the Tags tab.

  3. Click Create Tag.

  4. Enter a name for the tag, then click Save.

Method 2: Import a list of tags

  1. Before you upload your list, ensure that you have a column defining the tags that you want to associate with your records. To add multiple tags to a given record, use a comma to separate each tag name. (i.e., "County Records, Pulled 7/5/22")

  2. Complete the steps to add or import a record until you reach the mapping section.

  3. When you get to the Field Mapping step, select the Manual Mapping toggle.

  4. Locate your Tags field and select Tags from the dropdown list.

  5. Complete the import.

Method 3: Add a tag to a new record

  1. Follow the steps to add or import a record. When you come to the Add Tags section, enter a name for your new tag and click Create New Tag.

Method 4: Add a tag to an existing record

  1. Click any record to open it, then click Add Tag.

  2. Enter a name for the new tag and click Create New Tag.

  3. Click Save.

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