Index

What are Tags?

Types of Tags

Lead Tags

Creating a Lead Tag

Filter With Lead Tags

Deleting Lead Tags

Contact Tags

Creating a Contact Tag

Filter With Contact Tags

Property Tags

Creating a Property Tag

Filter With Property Tags

Process Tags

Creating a Process Tag

Filter With Process Tags

What Are Tags?

Tags are basically a label that can be applied to a lead, contact, property, or process. All of these can be grouped and sorted by tags, and tags can also be used to extend the functionality of LeadSimple via our integration with Zapier.

Types of Tags

There are several different types of tags:

  • Lead Tags - used for filtering from the lead dashboard

  • Contact Tags - used for filtering from the Contact page

  • Property Tags - used for filtering on the Properties page

  • Process Tags - used for filtering from the process dashboard

We'll review in more detail below about how to create the tags. It's important to know which page you want to use the tags on in order to know which type of tag to create.

Lead Tags

Creating a Lead Tag

Go to an individual lead record and scroll down to view the 'Details' section (in the right sidebar under Contact and Property Info). 

Click the edit icon (pencil), type in a tag name or select from previously used tags and hit save.

Now the tag is created on this lead!

Filter With Lead Tags

Go to the lead dashboard page and click Add Filter. Read more using filters.

Type in "tagged" and select from either of the tag options.

Select your desired tag.

This will filter to only display leads with that tag applied.

Deleting Lead Tags

You'll need to remove the tags from all leads in LeadSimple (using bulk actions). Note this means that you'll need to remove the tag from all pipelines. Once the last tag is deleted from a lead, the tag will be deleted instantaneously from your LeadSimple account.

Contact Tags

Creating a Contact Tag

Go to a contact and view the 'Contact Info' section in the right sidebar. Click on the pencil icon to edit.

Type in a tag name or select from previously used tags and hit save.

Now the tag is created on this contact!

Filter With Contact Tags

Go to the Contacts page and click Add Filter. Read more using filters

Type in "tagged" and select from either of the tag options.

Select your desired tag.

This will filter to only display contacts with that tag applied.

Property Tags

Creating a Property Tag

Go to a property and view the 'Property Details' section in the right sidebar. Click on the pencil icon to edit.

Type in a tag name or select from previously used tags and hit save.

Now the tag is created on this property!

Filter With Property Tags

Go to the Properties page and click Add Filter. Read more using filters

Type in "tagged" and select from either of the tag options.

Select your desired tag.

This will filter to only display properties with that tag applied.

Process Tags

Creating a Process Tag

Go to an individual process and view the 'Details' section in the right sidebar. Click on the pencil icon to edit.

Type in a tag name or select from previously used tags and hit save.

Now the tag is created on this process!

Filter With Process Tags

Go to the Processes dashboard page and click Add Filter. Read more using filters

Type in "tagged" and select from either of the tag options.

Select your desired tag.

This will filter to only display processes with that tag applied.

Got more questions? Go ahead and start a chat session right now!

Did this answer your question?