There are a few ways you can tag records:
During Upload
from the main Records page
from an individual Record
though Sequences (automations)
Zapier integration
This article focuses on how to manage tags from the Records page. If you’re looking to tag records on upload, check out the Uploading Data section.
Tagging Records
Go to the Records page
Search or filter for the records you want to tag
💡 If you're on the Clean tab, you'll only see clean records. To select all records (Clean + Incomplete), click the All tab before selecting.
Select your records
Click Manage → Add tags
Choose from your existing tags, or create a new one by typing in a name
You can add to multiple tags at once.
All tag actions are tracked in the Activity Log within the record.
You can track the progress of the action from the Activity → Action section in your account.
Removing Tags from Records
Search or filter for the records you want to remove tags from
Select the records
Click Manage → Remove tags
Choose the tag(s) you want to remove the records from
You can remove multiple tags at once, just like when adding.
Managing Tags from an Individual Record
If you need to add or remove tags from just one property, you can also do this within the property details page.
Open the property record
To add a tag, type the tag name in the tag field and press enter
To remove a tag, click the X next to the tag name
Looking to Delete a Tag from your Account? After you remove all records from the list, you can delete it from the Tags page. See Deleting Tags from REISift for more information on deleting tags.
Need Help?
Still have questions? Click the Talk to Us button inside your account to start a live chat with our support team—we’re here to help!
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