Property tags label the properties in your campaigns, for example Vacant, Probate / Death or High Equity. They help you spot owners who may be more likely to sell and give you context when you reply to a prospect.
Resources
→ Auto-Tagging and Applying Tags In Bulk
→ Creating Custom Tags and Distress Indicators
→ How To Use Lead Sherpa's Integrated Skip Tracing Tool
1. Tag a single prospect
Open the prospect page and choose tags in the Property Tags field.
2. Tag prospects when you add them to a campaign
When you click Add Contacts in a campaign, choose tags in the Property Tags field before you click Continue Upload. The tags are added to every record in that upload. Leave the field blank to add none.
3. Tag every prospect in a campaign
- Open the campaign and click the tag icon in the top-right corner.
- Under Add Tag(s) or Remove Tag(s), choose the tags.
- Click Update Prospects.
4. Create your own tags
- Go to Account Settings > Tag Management.
- Click Create New.
- Enter a Name.
- Turn on Mark as a Distress Indicator if the tag shows a property is more likely to sell soon, for example a recent divorce, an expired listing or a quitclaim deed. Distress indicators show a flame icon in the tag list.
- Click Create.
Tips
When you push skip traced data to a campaign, Lead Sherpa tags as many data points from the skip trace file as it can, so you don't have to tag them by hand. When you reply to prospects, check their tags to understand their situation and how likely they are to sell.
Questions? Email support@leadsherpa.com.
For additional context on this topic, please refer to the video below.
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