How to Add and Manage Transaction Tags on Mobile

Use tags to categorize deals by lead source, priority, or specific property features.

• Step 1: Open a transaction and tap Edit.

• Step 2: Tap Continue to reach the Additional Info page.

• Step 3: Under the Tags section, use the Quick Add buttons or type a new name in the Add tag field.

• Step 4: Tap the purple Add button.

• Step 5: Tap Save to apply the changes.