Phone tags are fully customizable and can be used to tag relative or PR phone numbers within your records, track your call attempts per phone number, or maybe you want to tag each phone number with the skip tracing company you received the number from.
Suggested Phone Tags:
Daughter
Husband
Grandchild
Relative
Son
Spanish Speaking
Wife
Phone tags are separate from our Phone Statuses feature. We recommend using Phone Statuses to track Correct, Wrong, No Answer, DNC and Dead numbers.
Want more information on Phone Statuses? Check out our Phone Status Overview article.
How to Add and Remove Phone Tags
Phone tags can be added from within an individual record or on the Owner Details page, in bulk on upload, or through our integrations.
Adding and Removing Phone Tags Within a Record
To add phone tags within a record, click the shopping tag icon located to the right of the phone numbers, then type in the name of the phone tag you would like to add or select it from the drop down menu and Save Changes. Don't see a drop down menu? No worries! This just means you haven't created any tags yet. Once you apply a phone tag to a phone number, you'll be able to select it from the drop down menu.
To remove a phone tag from a phone number within your records, click the shopping tag icon. Then, click the "X" next to the phone tag you want to remove, and Save changes.
Adding and Removing Phone Tags on Upload
To add phone tags on upload, include a phone tags column in the csv and map this column to the phone tags field on upload. Phone tags can be added when uploading new records or updating existing records.
If the records already exist in your account, select Update Data when uploading. Here you can tag phone numbers by property address, by mailing address, or by phone number only.
When tagging phones by phone number, you'll need one single column of phone numbers, and one single column of phone tags.
Need to remove phone tags in bulk? Follow these steps:
Filter using the phone tag option and then go to manage -> export and select the phone tag you want to remove. Select all phone types and all phone statuses so that you export all numbers with the selected tag.
After exporting, download the file from the Activity -> Download Section
Edit the csv so that includes just one column of phone numbers, and one column of phone tags.
Only leave the phone tags you want to remove on this csv. If there are other phone tags in the column that you want to keep, please delete them from the csv and leave only the phone tags you're trying to remove from phone numbers.
Upload the edited CSV back into REISift, using the Update Data and Removing phone tags by phone number option.
Tips:
Double-check your column mapping during upload to make sure everything lines up.
Keep a backup of the original file just in case.
⚠️ Important: REISift will remove all phone tags listed in your CSV for the matching phone numbers. If there are any tags you don’t want removed, make sure to delete them from the file before uploading.
Check out the Data Requirements of each Bulk Add or Remove Phone Tag option below:
Managing Phone Tags
You can view all phone tags created in your account from the Tags -> Phone Tags page. Here you can create new tags, edit, or delete and view a breakdown of records associated with each tag.
Hover over the See Breakdown section to view a breakdown of how many records are clean or incomplete or owned by a company or trust.
Creating New Phone Tags
New phone tags can be created from the phone tags page by clicking Add New Phone Tag located towards the top right of the page. After typing in the name, select Create Tag.
Editing and Deleting Phone Tags
To edit the name of a phone tag, select the 3 dots to the right of the phone tag, and click Edit.
In order to delete phone tags from your account, you must remove the tag from all phone numbers. This was done by design so you don't accidentally delete data.
Once the phone tag has been removed from all phone numbers and has "0" properties associated with it, hover over the 3 dots, and Delete.
Best Practices for Handling Wrong & Dead Phone Numbers
Avoid deleting numbers marked as "Dead" or "Wrong"—keeping them helps you track past attempts and avoid reaching out to the same bad numbers again.
Instead, use Phone Statuses for Dead, Wrong Number, or DNC to stay organized. If you skip trace the record again and get the same results, these phone statuses make it easy to see which numbers you've already tried to call and saves time when reaching back out to the prospect or lead.
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