Tagging as described below still works in Brokerkit, but it has been superseded by Labels described here.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.
To create a tag, you'll want to type a unique identifier starting with a hashtag and using underscores for any spaces. For example, #RE_School_List_Passed or #RE_School_List_Failed. The more unique the better.
Note: Tags are only searchable from the Agent Notes. Tags entered using the Note Icons will not work as they'll fall into Recent Activity, which is not searchable, as a lead may have dozens of timestamped notes in their timeline.
When you need to find your leads, enter the tag in the Search bar and press enter. To perform any bulk action on this group, simply click Select All, and Send Email or Add to Campaign.
Note: If you have tags that are similar (i.e. "#Update_1_12_19 and #Update_2-13-19) or if the search is pulling other leads, surround your tag in "quotes" when searching to pull only an exact match.
A few tips to make sure your tags work as desired:
- 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.
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