In this article we'll go over a few common mistakes and how to fix them so your account stays clean and organized.
Cleaning up Lists & Tags
Did you accidentally create a ton of duplicate or messy lists and tags? Let's clean that up!
We recommend keeping lists high-level. Organize either by qualifying data (e.g. high equity, free & clear, expired listings) or by pain point/vexation (e.g. tax delinquent, code violations, probate). This improves your insight into how motivated an owner is to sell.
If you combine lists, or create multiple lists for the same data point, then it creates false positives - the owner appears motivated because the property is stacking with multiple lists, but the lists should actually be combined to one.
To clean up lists (and tags) view the lists and tags page from the left side bar of your account and identify which ones need to be edited, deleted, or combined.
Combining Lists (or Tags)
Go to the Lists page from the left-hand menu.
Identify the duplicate lists you want to merge.
Choose which list you want to keep, and which to delete.
Filter by the list you’re removing or click Show Properties.
On the Records page, select the ALL tab → click Select All → then go to Manage → Add to Lists.
Add those records to the list you’re keeping.
After the action completes (track it under Activity → Action), filter by the list you’re removing again.
Select all records and go to Manage → Remove from Lists.
Now go back to the Lists page, click the 3 dots next to the list, and choose Delete.
Deleting Lists (or Tags)
Once all properties have been remove from the list (or tag) you can delete it out of your account. For Lists, navigate back to the Lists page, hover over the 3 dots to the right of the list and select delete.
📝 Note: You must remove all properties from a list or tag before you can delete it.
Editing Lists (or Tags)
If you only need to edit the name of a list or tag, just select the 3 dots to the right of the list or tag, and select edit. Here you can change the name or move to a different list folder.
Need help bulk deleting list or property tag names from your account? Message our live Support Chat by clicking Talk to Us and select to talk to a person.
Incomplete Records
Most accounts have some incomplete data—and many investors ignore it. But those incomplete records could be your hidden deals.
If the owners first and last name, mailing address, or the full property address isn't readily available, chances are they've been contacted by fewer investors. By taking a little time to dig deeper, you could be the first to reach them and in turn, get a deal.
👉 See our guide on Clean vs. Incomplete Data for details on how to identify and fix these records.
Streamlining Workflows
Created too many sequences or custom presets and now feel overwhelmed? We got you.
Our Default Account Build includes ready-to-use workflows for:
Lead Management
Acquisitions
Transactions
These flows are simple, easy to follow, and can be adjusted to fit your team.
Learn how to set it up here: Unlock the Power of Your REISift Account
Want a Fresh Start?
Maybe you're a returning customer and want to start fresh with a blank account, or maybe you've been out of the REI game for a bit, or moving to a new market area and just want a clean start. No problem. Our team can assist with deleting the data in your account if you want to start fresh. Just message our Support Chat and our team can nuke your account. Before nuking we ask that you delete all property records first.
👉 See how to delete records here: Deleting entire Records or Prospects from your REISift Account
Nuking the account will delete all:
Properties
Tags
Lists
Owners
Phone Tags
Tasks
Task Presets
Task Groups
Custom Status
Sequences
SiftLine Boards
Any custom filter presets will be kept, however you can delete them manually by clicking the 3 dots to the right of the filter preset or folder and selecting to delete.
Deleting a filter preset:
Deleting a filter preset folder:
When deleting folders, you'll have the option to also delete all filter presets in the folder:
Already have your workflows set up and just want to delete properties and owners? No problem, we can help with that too! Message support and our team will take care of it.
🆘 Need more help with cleaning up or reorganizing your account? Just click Talk to Us within your account to discuss it with our Support Ninjas.
Reminder: Our team can also review loom videos and screen recordings in the support chat if you'd like to record and show what you're needing help with, then paste the video link in the chat.