Tags in FUB serve several purposes:

• Segment leads into targeted groups for creating call lists, sending mass emails, etc.
• The ability to search and filter leads by tag
• Displays basic info on the lead at a quick glance from the Lead Profile page

Core Tags

The following Core Tags should be added to every lead after it's claimed or created.

Price range

Lead Type

Area

Source

Touch Tags

Touch tags are the primary way we filter through leads to follow-up and make phone calls. Every lead that you've been in contact with should have a Touch Tag, depending on the lead's timeframe and situation.

The Touch Tag frequency isn't necessarily how often you want to reach out to the lead, but how often you want to put eyes on their name to make sure you follow up with them appropriately and they don't fall through the tracks. More details on how Touch Tags are used for following-up here: CALL BLOCKS

Commonly Used Tags

Communication:

Time: Used when a lead has a timeframe they've indicated they'll be looking to move during.

Cold: Reasons a lead is moved to Cold stage: Already Bought/Sold, Already Has an Agent, Not moving now, etc.