Introduction
Tags on Perchwell are a dynamic way to categorize and monitor real estate listings. This guide will detail the process of creating and editing tags, providing clear steps and visual aids to enhance your workflow.
Creating Tags
Tags allow you to sort listings efficiently, making it easier to manage your portfolio and serve your clients better.
Steps to Create a Tag:
Go to the Search Page: Click on the "P" icon to refresh and access the default search page.
Tag a Listing: Find the tag icon next to a listing's summary and click it to tag the property.
Select or Create a Tag: In the 'Tag List' pop-up, you can either create a new tag by typing a name and pressing 'Enter' or select from existing tags.
Finalize Tagging: After tagging, close the list by clicking the 'x' at the top left.
Tagging Multiple Listings:
For bulk actions, you can tag several listings at once.
Select Multiple Listings: Click the checkboxes next to the listings you want to tag. A footer menu will appear.
Apply Tags: Follow the same steps as for a single listing to apply your selected tags.
Tagging a Specific Listing:
For precise tagging of a particular listing:
Use Universal Search: Enter the address in the search bar and select from the 'Listings' results.
Tag from Listing Details: On the listing details page, scroll to the 'add tag' button and select or create a tag.
Editing a Tag:
Customize your tags to fit your needs.
Access Tags: Click on the tags tab in the navigation menu.
Edit a Tag: Use the pencil icon next to a tag to edit it.
Customize Tag Settings: In the modal window, change the tag's name, toggle alerts, or delete the tag.
Need More Help?
For further assistance or queries on scheduling open houses in Perchwell, our support team is ready to assist. Contact us for personalized support.