Tagging Records

Step 1: Search and Select Records

1. From the left-navigation menu click either ‘PROSPECTING‘ or ‘BUYING‘.
2. Use the ‘Quick Search‘ option at the top of the property table to find the records you want (for example, by State, ZIP code, or Owner ID).
3. Select the checkboxes next to the records you want to tag.
4. With your records selected, click on the ACTIONS option (top right).
5. Then select ‘Bulk Changes‘

Step 2: Bulk Changes

1. A pop-up will appear asking, “What field would you like to update?”
2. Search and select the ‘Tags‘ option from the dropdown menu and click ‘NEXT‘ to continue:

Step 3: Choose How to Update Tags

You will see two questions:

1. How would you like to update the Tags field?
   • FIXED: Apply the same tag to all selected records.
   • PER PROPERTY: Add different tags for each record individually.
2. What would you like to do?
   • ADD TAG(S)
   • REMOVE TAG(S)

Step 4: Add or Remove Tags

1. If adding, type the tag name (example: My Hot Lead List).
2. Click the tag name to add it to the queue.
3. Click the green ‘CONFIRM‘ option to add the tags to your selected records:

Step 5: Confirmation

• Once complete, you’ll see a message like:
  “Success – 3 records were updated successfully.”
• Click ‘CLOSE’ to exit:

• The updated tags will now show on your records.

That’s it! You’ve successfully updated tags in bulk.