Label clients with tags
Your own labels for clients, like VIP, Pays late or Realtor referral. Filter your client list by them, email only the clients with one, and see them at a glance everywhere.
Some clients are VIPs, some always pay a few days late, and some came from your favorite realtor. Give each one a tag, and you know who's who at a glance.
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1
Make your tags
In the menu, tap Settings, then Tags and custom fields. Under Tags, type a name like VIP, pick a color and tap Add tag.
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2
Choose who sees it
Leave Partners can see this tag off for tags like Pays late. Tick it for tags your partner should know, like Key client. Tap Change next to a tag any time.
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3
Tag a client
Open the client under Clients. Under Tags, tap Add a tag, tick the tags and tap Save tags.
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4
Tag many clients at once
On Clients, tick the clients you want, pick a tag in the bar that shows up, and tap Add tag. Take it off removes it.
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5
Find them again
On Clients, pick a tag next to the search box to see only the clients with it. The spreadsheet download keeps the tag too.
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6
Email only some of them
In Marketing, open a campaign. Under Who gets it, tick a tag under Only clients with any of these tags, or under Never to clients with these tags.