In this tutorial, we’ll walk you through how to use tags, including Saved Tags, to keep your leads and jobs organized.
Understanding the Leads and Jobs Dashboard
The Leads and Jobs Dashboards are centralized hubs for all your leads and jobs, sorted by stages such as Estimate Sent. To access them, navigate to Leads or Jobs on your navigation bar.
What Are Tags?
On the dashboard, you’ll find a column labeled Tags. Think of tags as shorthand notes or internal identifiers only shown to your team: a quick way to attach key information to a lead or job so your team can see it at a glance.
There are two ways to tag:
One-off tags are typed in as needed, which is great for time-sensitive notes like “left VM 8/1, call 8/3.”
Saved Tags are reusable, color-coded tags (emojis welcome!) for things your team tracks consistently, like VIP customer, Move Date tentative, or Callback needed.
Creating Saved Tags
If there are tags you’ll use often, set them up as Saved Tags so your team doesn’t have to type them out each time, and so they stay consistent across leads and jobs.
Go to Company > Settings > General > Lead and Job Configuration.
Add a new tag, choose a color, and include an emoji if you’d like.
Save. The tag is now available on any lead or job.
You can return to this same page anytime to edit or update your Saved Tags.
Adding Tags to a Lead or Job
You can add or edit tags on a lead or job from either:
Quick View on the Job schedule, Leads, or Jobs Dashboard
The Intake tab within the lead or job
The Tags column on your Leads and Jobs Dashboard
Select one of your Saved Tags, or type a new one-off tag.
Add a new tag from:
Quick View on your dashboard, job schedule, or job details page
From the Intake tab on the lead/job
From the Tags column on your Leads or Jobs Dashboard
Filtering by Tags with Saved Views
Saved Tags work with Saved Views, so you can filter your dashboard to see only the leads or jobs with a specific tag. For example, create a view showing every lead tagged Callback needed so nothing slips through the cracks.
Common Use Cases
For leads: Track follow-up activity (e.g., “left VM 8/1, call 8/3”) or flag important context like VIP customer or Spanish speaker. This gives your sales team a quick overview of who needs attention next.
For jobs: Mark completed tasks, such as the status of a post-move checklist or post-move follow-up, so job details are easy to scan.
Tip: Use one-off tags for temporary notes and Saved Tags for anything your team tracks repeatedly. The color coding makes those recurring tags much easier to spot on a busy dashboard.