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Manage Tags

Tags help organize leads and make it easier to perform bulk actions on groups of leads.

What Are Tags?

A tag is used to group leads based on a common category or characteristic. Tags can be used to filter leads and perform bulk operations.

  • A lead can have multiple tags.

  • A tag can be assigned to multiple leads.

Note: System tags created by AgentRoof cannot be edited, or deleted.

View Leads Assigned to a Tag

  1. Navigate to Settings from the left-hand menu.

  2. Click Tags.

  3. Locate the tag you want to view.

  4. Click the number displayed in the Leads column.

The list of leads assigned to the selected tag will be displayed.

Remove a Tag from Assigned Leads

  1. Select the checkbox next to the desired leads, or use Select All.

  2. Click Remove Tag.

The selected tag will be removed from the chosen leads.

Create a New Tag

  1. Navigate to Settings > Tags.

  2. Click + Add New at the top of the page.

  3. Enter the tag name.

  4. Click Add Tag.

The new tag will be created successfully.

Edit a Tag

Note: System tags cannot be edited.

  1. Navigate to Settings > Tags.

  2. Locate the tag you want to edit.

  3. Click Edit in the Actions column.

  4. Update the tag name as needed.

  5. Click Update Tag.

The tag will be updated successfully.

Delete a Tag

Notes:

  • System tags created by AgentRoof cannot be deleted.

  • When a tag is deleted, it will be removed from all assigned leads, action plans, listing alerts, newsletters, and market updates.

  • Action plans assigned through the tag will be paused.

  • Listing alerts, newsletters, and market updates assigned through the tag will be removed.

Steps

  1. Navigate to Settings > Tags.

  2. Locate the tag you want to delete.

  3. Click Delete in the Actions column.

  4. Review the warning message.

  5. Click Confirm Delete.

The tag will be deleted successfully.

Merge Tags

Notes:

  • Certain system-managed tags cannot be merged. These include Bounced, Do Not Disturb, Spam Reported, Stop SMS, and Unsubscribed.

  • A minimum of 2 and a maximum of 10 tags can be merged at a time

  • When custom tags are merged, all non-main tags are deleted after the merge, and their associated leads are moved to the selected Main Tag.
  • System-managed tags behave differently. If a system tag is included in a merge and is not selected as the Main Tag, it will not be deleted after the merge. The tag will remain in the system to preserve communication preferences and compliance settings.

Steps

  1. Navigate to Settings > Tags.

  2. Select the checkboxes next to the tags you want to merge.

  3. Click Merge from the top menu.

  4. In the popup window, select the Main Tag.

  5. Review the merge details.

  6. Click Merge Tags to complete the process.

The selected tags will be merged successfully.

When tags are merged:

  • The selected tags will be removed from all associated leads.

  • The Main Tag will be assigned to all leads belonging to the merged tags if it is not already assigned.

Optional: Move Associated Items

You can choose to move the following items from the selected tags to the Main Tag:

  • Action Plans

  • Listing Alerts

  • Newsletters

  • Market Updates

When this option is selected, these items will be assigned to leads under the Main Tag if they are not already assigned.

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