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Organize and Find Leads Using Tags in the CRM

Organize your leads faster with flexible labels that help you take action

CRM tags in Real Geeks help you organize leads quickly and easily. You can use tags to label leads in your own words so you understand their interests, know who to follow up with, and take action faster. Tags make it easy to group similar leads, filter your lead list, and send workflows or mass emails without extra work.

Need to Know

  • CRM tags are flexible labels you can apply to leads to identify interests, priorities, and important details
  • Tags make it easier to group similar leads and find them quickly using filters
  • You can apply tags to individual leads or update many leads at once using bulk actions
  • Tags help you move faster by allowing you to take action on multiple leads at the same time

Table of Contents


How CRM Tags Work

CRM tags are labels you use to identify a lead’s interests or important details so you can group similar leads together and take action faster.

Think of your Real Geeks lead manager like a filing cabinet. Every lead has a file, and tags are the labels on those files. One lead can have multiple tags, which means that same lead can belong to multiple folders at the same time.

Once your leads are tagged and grouped, you can use those tags to work more efficiently, including:

  • Subscribe multiple leads to a single workflow at once
  • Send a targeted mass email based on a shared interest, location, or timeline
  • Building quick call lists so you always know who to contact and why

Tags help you spend less time searching and more time having the right conversations with the right leads.

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How to Add Tags to a Single Lead

Use these steps to add tags to one lead while you are talking or following up.

Step-by-Step Instructions

  1. Go to leads.realgeeks.com
  2. Click Leads, then select Leads List
  3. Click your lead's name
  4. Open the Tag menu in the lead's profile

    crm-assign-tag
  5. Type a new tag name or select an existing tag

Any tags you’ve already used on other leads will appear as options, so you can quickly reuse them across contacts and stay consistent.

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How to Bulk Tag Leads

Bulk tagging lets you add or remove tags from many leads at the same time to save time.

Step-by-Step Instructions

  1. Go to leads.realgeeks.com
  2. Click Leads, then select Leads List
  3. Select multiple leads with the selection checkboxes (right)
  4. Click Bulk Actions

    crm-bulk-actions-select
  5. Select Bulk Update
  6. Click the Change menu, then select Tags

    crm-bulk-update-tag
  7. Enter the tag you want to assign, then click Add
    • Repeat as necessary
  8. Click Next
  9. Select Confirm Update, then click Update

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Turn Conversations Into Useful Tags

When you talk with a lead on the phone or through text, you will often learn several details at once. Your notes might be long, but tags help you pull out the most important details that could apply to other leads with similar needs.

For example, your notes might say:

"Looking to buy near downtown in six months and very motivated."

From that one note, you could add tags like:

  • Buyer
  • Downtown Interest
  • 3–6 Months
  • High Motivation

Your notes keep the full story. Tags highlight the key details.

Using tags this way helps you quickly understand a lead at a glance, group them with similar leads, and take action without rereading long notes.

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Best Practices

Use these tips to get the most value from tags.

  • Start with a small set of tags you will use consistently. 
  • Create tags that help you decide what action to take next. Examples include:
    • VIP = high priority follow up contact
    • 6-12 Months = medium-level interest. May not need daily follow up
    • Browsing = not actively interested. Establish automated communication to stay in touch over time
  • Use tags to group leads by interests, priorities, or communication preferences.
    Examples include:
    • Prefers text = prioritize text communication
    • Downtown interest = update with listings in the "downtown" area
    • Investor = focus communication around investment opportunities
  • Filter your CRM using multiple tags to create hyper-specific call lists or lead engagement campaigns

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Frequently Asked Questions

Are tags the only way to organize your leads?

No. Real Geeks also lets you organize leads with menus like urgency, status, type, and timeframe. These standardized fields keep your pipeline structured, while tags offer flexibility for quick, custom labels that don’t quite fit into certain dropdown menus.

Many agents use these menus for consistency and tags for fast, on-the-go notes.

How many tags should I use?

Start with a few tags and add more as you get comfortable.

Can I remove tags later?

Yes. As leads interests or timeframes evolve, tags can always be removed from individual leads or in bulk at any time.

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