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Using Custom Tags

Using Custom Tags

Brivity’s custom tag feature ensures every contact, from every source, can easily be cataloged and found in a matter of seconds, ensuring you're always at the top of your game and at the top of mind for every lead, sphere and clients. Get organized, stay relevant, and never lose track of another contact again.


 


  Open your contact record. Click Edit Details.

  

Either select a tag you've used before from the drop-down list or begin typing a new tag to create one. 

 


To view all tags and see how many contacts are associated with each tag, go to Settings and click the Tags tab:

 


 

Mass Assign Tags:

To help make the process of tagging your database as easy as possible, Brivity allows you to assign tags to multiple contacts in one click of a button.

From your people tab select multiple contacts on the left side of the screen.

 

Choose a custom tag for all contacts selected and Save.

 

*Note: Hover over your tag icon on the right side of the screen to easily see what tag is applied to each contact.


 Pro Tip: When creating tags for your business be sure to use easy titles that apply to your business. Examples of tags to use: A+, A, B, and C, is a great way to use a grading system on your contacts! "Buyer 2016" and "Seller 2017" are useful for active and past clients. Neighborhood names, work best when farming and circle prospect leads. You can also have tags for: website leads, friends, family, investors, FSBOs, Buyers in a specific price range, etc.

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