Introduction
Tags are an integral part of the Perchwell platform, offering a versatile way to organize, track, and share real estate properties. This all-inclusive guide will walk you through creating, editing, sharing, and setting up alerts for tags. For detailed instructions on sharing tags and creating alerts, or for examples of how to use tags effectively, please refer to the dedicated articles linked within.
Creating Tags
Whether you're sorting properties for clients or keeping an eye on market shifts, tags help you stay organized and responsive. Here's how to start:
Visit the Search Results Page to find your desired properties.
Select a property to tag either by ticking the checkbox to the left or clicking the tag icon beside the address.
The 'Tag List' screen will appear, where you can search for and edit existing tags or create a new one by entering a name and pressing enter.
To learn more dynamic ways to create tags, check out How to Create and Edit Tags
Editing Tags and Customizing Alerts
On the Tags screen:
Click on the magnifying glass icon to see your existing tags
Click the pencil icon to open the 'Edit Tag' screen.
Here, you can activate alerts by toggling the 'Get Alerts for This Tag' switch and selecting which updates you'd like to receive: New Listings, Price Increases/Decreases, or Status Changes.
Save your changes with a click.
Sharing Tags with Clients
Sharing tags with clients is a breeze:
On the 'Tag List' form, click the share icon to generate a shareable link.
Distribute this link to clients for direct access to curated property lists.
How to Delete Tag
Removing an Individual Listing from a Tag:
Navigate to the listing you wish to modify.
Locate the tag you want to remove. This tag is typically displayed with the listing details.
Click on the small "X" icon situated next to the tag's name. This action will disassociate the listing from that specific tag without affecting the tag itself or other associated listings.
Deleting a Tag Along with All Its Associated Content:
Go to the Tag search menu. This can be found in the main navigation area where all your tags are listed.
Click on the Pencil icon (Edit option) next to the tag you intend to delete.
In the edit options, look for a small red garbage bin icon, indicating the delete function.
Click this icon to initiate the deletion process.
A prompt will appear asking for confirmation to delete the tag. Select “Delete” to permanently remove the tag and all its associated content.
Use Cases for Tags
Tags adapt to your business needs. Use them to:
Track Client Preferences: Assign tags per client to monitor suitable properties.
Stay Market-Savvy: Keep an eye on price trends in specific areas.
Manage Projects: Organize properties by purchase stages like 'Under Contract'.
For more ideas on how to make the most of tags, check out Tag Use Cases
Deep Dive Articles
Explore each feature in detail:
Need More Help?
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