Tagging as described below still works in Brokerkit, but it has been superseded by Labels described here. We recommend you now use Labels as it has more robust functionality.
Tagging your leads is a great way to add custom sorting options not covered under Advanced Search Options. While Brokerkit doesn't have a full implementation of tags, they are still a quick way to tag and sort your leads.
From the Recruiting or Retention screen, select an agent to open their profile. Just below the top action bar, click Edit next to Agent Notes.
- Make sure each tag is unique. Search engines try to be helpful by showing terms that are one character different, and not everyone remembers the "quotes" trick, so use completely different terms. For example, #alc-nov-2018 and #alc-dec-2018 instead of #alc-12-18 and #alc-11-18.
- Keep your tags short - both to help you remember what you're using, and to prevent issues during the search. Extremely long tags tend to pull far more partial matches and confuse the results. For example, instead of #alc_portland_oregon_december_2018_something, use #alc_portland.
- Be sure the tag is added to Agent Notes. Notes that are timestamped, which are created with one of the 4 icons next to the label Note, for example) are not searchable.
- If you and your team are using a lot of different tags, it's based to keep a shared Google Doc or Sheet to help you manage them and prevent overlaps.