How to assign Tags to Leads?

Tags help organize leads based on shared characteristics and make it easier to perform bulk actions, automate communications, and manage lead groups within AgentRoof CRM.

Method 1: Assign Tags from the Leads Listing Page

Steps

1. Navigate to the CRM page.
2. Select the checkbox next to the lead you want to assign a tag to.
3. Click the Assign Tag icon located in the Leads row.
4. A pop-up window will appear displaying all available tags.
5. Select the tag(s) you want to assign to the lead.
6. Click Apply or confirm the selection.

Method 2: Assign Tags from the Lead Profile Page

Steps

1. Select the desired lead.
2. Click the Profile button to open the lead profile page.
3. Locate the Tags section and click the + button beside it.
4. Select the checkbox for the tag(s) you want to assign. You can select multiple tags if needed.
5. Click Apply to confirm your changes.

Note: When a lead is assigned to a tag, any active items associated with that tag—such as Action Plans, New Listing Alerts, Market Updates, Newsletters, or other tag-based automations—may also be applied to the lead, depending on the tag configuration.

Result

The selected lead will be assigned to the chosen tag and will become part of any workflows, communications, or automations associated with that tag.