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Creating and Editing Tags

Tags help you organize listings into groups. You can use them to track properties for a client, monitor a set of listings, or share a collection through a single link.

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Tags

Tags group listings into a single, organized collection. Use them to track properties for a specific buyer, compare pricing strategies, or monitor listings over time.

Tags notify you when listings change, including price updates and status shifts. Each tag also generates a shareable public link to a customized dashboard, where clients can view all tagged listings and quickly access the external listing detail page


Tagging a Single Listing from Search

Quickly tag individual listings directly on the Search page.

  1. Navigate to the Search page

  2. Click the Tag icon on the listing card

  3. In the Tag List modal:

    • Select an existing tag, or

    • Enter a new tag name in the Search or Create Tag field, then click Save a tag called "[tag name]"

The listing is now added to the tag.


Tagging Multiple Listings from Search (Bulk Tagging)

Use bulk tagging when you want to group several listings at once, such as properties for a specific client.

  1. On the Search page, select the checkboxes next to the listings

  2. A footer menu will appear

  3. Click Tag Selected

  4. In the Tag List modal, choose one or more existing tags, or create a new one

  5. Close the modal

All selected listings will be added to the tag.


Tagging While Viewing a Single Listing

You can also add tags from the listing detail page.

  1. Open a listing from Search or Universal Search

  2. On the listing page, open the actions panel on the right:

    • Hover to reveal it, or

    • Click the three-dot menu in the top right

  3. Click Add Tag

  4. Select an existing tag or create a new one


Managing Tags

You can rename, delete, or configure alerts for any tag.

  1. Open Tags from the main navigation

  2. Click the Edit (pencil) icon next to a tag

  3. In the modal, you can:

    • Rename the tag

    • Enable or disable agent-only alerts

    • Delete the tag

Agent-only alerts notify you of changes to listings within that tag. These alerts are not visible to clients.


Sharing a Tag

Each tag includes a shareable link. This link displays all listings within that tag in one view.

This is useful when you want to send a group of listings to a client without sharing them individually.


Tips

  • A listing can belong to multiple tags.

  • Alerts apply only to the agent who created the tag.

  • Deleting a tag, will not remove the listing from any other tags it is associated with.

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