SI Lead Manager v7

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Tag Manager

Tag Manager is where you go to manage all the tags in the system.   There are many types of tags, from Lead Type tags to general tags, System tags to Lead Source tags.  It all can get very confusing unless you consider them all as ways to describe a lead.

In SI Lead Manager, all Leads are categorized and organized by the Tags that you assign to them.   You can see this when using the Tag Filter in the Leads Manager and Campaign Manager.   You can use tags to organize your leads to finest of detail or just use them to keep a few different lists like Probate, Absentee or Foreclosures.

 

What’s Below

Legend 

Tag_Manager_Legend

 

How To

Tag Types And Groups

There are two overall types of Tags is SI Lead Manager, System Level Tags and Non-System Level Tags.   To determine if a tag is System Level or not, you can check the System Level column in the Tag Grid.  a True value means the tag is System Level.

System Level Tags

System level tags are tags that the software needs to operate.  They cannot be deleted or modified and if they are will cause the software to become unstable.

Non System Level Tags

Non System Level tags can be freely added, deleted and modified.  Any new tag created is considered a Non-System Level tag.

 

Tag Groups

Tags are separated into groups depending on their purpose in the system.  You can add tags to any group in order to customize the system more to your needs.

Campaign Status

System Tags used to determine that status of a campaign.   Depending on the user actions, these tags are automatically placed on a campaign.

Tags Include

  • Cancelled
  • Do Not Mail
  • Finished
  • Send Mail
  • Suspended

Closing Reasons

These tags are used to describe why a lead has been closed.   After selecting to close a lead, these tags will be shown to the user for them to select the reason why a lead was closed.   These  are non-system tags.

Default Tags Include

  • Flood Zone
  • Invalid Mailing Address
  • Knock Down
  • Listed
  • No Longer Owns Property
  • Not Motivated
  • Other…
  • Requested
  • Unable to Contact
  • Short Sale
  • War Zone
  • We Are Not Interested

General

General Tags are tags that are added to the system which describe a lead or group of leads.   These are the tags you will use to separate leads into such things as geographical locations, sub categories or if you want to mark leads with a special distinction like Asshole.

Default Tags Included

  • All (system tag)

Lead Source

Lead Source tags represent where a lead was collected from.  These tags usually have a distinct field for selecting one of the tags.

Default Tags Included

  • Attorney
  • Bandit Signs
  • Business Card
  • Courthouse
  • Driving For Dollars
  • General
  • Referral
  • Tax Assessors
  • Website

Lead Type

Tags that categorize a lead into a specific type such as Probate or Absentee owner.   These tags usually have a distinct field for selecting one of the tags.

Default Tags Included

  • Absentee
  • Code Violations
  • Foreclosure
  • General
  • Out of State Owners
  • Probate

Mail General

Tags that you place against a mailing campaign to help you describe a mailing with more detail.  You may include things such as envelope type you are going to use, number of stamps or lumpy mail item you used.  There is no limits to what you can add.

* no default tags included

Mail Status

With in a campaign there are individual mailings, these tags will describe the status of each one of these mailings.  There are sub groups to these tags for Status, Returned Mail and Responded.

Default Tags Included

Responded Tags

  • Responded

Returned Tags

  • Forward Time Expired
  • New Address
  • No Receptical
  • No Such Number
  • Undeliverable As Addressed
  • Vacant Property

Status

  • Mailed
  • Printed

Priority

Tags used to describe the Priority level you place on a specific lead.  Tags marked as being a priority will be displayed when viewing Top Priority in Leads Manager

Default Tags Included

  • Top Priority

Status

Tags that are used to describe the overall status of a lead.

Default Tags Included

  • Closed – Leads that you will no longer be contacting
  • Deal – Lead that turned into a money making deal
  • Offer Made – Lead that you have currently made an offer to and awaiting a decision
  • On Hold – Lead that you may want to contact later, but not now.
  • Prospect – Leads that you are currently marketing too and looking for a deal
  • Talking To – Leads you are currently talking to and negotiating a deal
  • Under Contract – Leads that you currently have under contract and awaiting the closing.

 

Create New Tag

You can create a new tag in any Tag Group/Category you like, but most of the time you will want to create a General type tag.  Follow the steps below to add a new tag…

Step #1:  Click Create New…

Task_Item_Create

Step #2:  Give The Tag A Name

Enter the new custom tag in the Tag field

Tag_Manager_Properties

Step #3:  Select The Group

When creating a tag, it will default to the group that you are currently viewing.  If you are viewing the “All Tags” group then it will default to General.

Tag_Manager_Properties_New

Step #4:  Press Save

Task_Item_Editor_Save

Delete Tag

Only Non-System tags can be deleted.   Be careful deleting all the tags in a particular group as it may cause some system problems.  Add your desired tags before removing ones you don’t want.

Step #1:  Select Non-System Tag that you wish to delete

Step #2:  Delete Non-System Tag

Option #1:  Right Click Method

Right click on the desired Tag and click Delete on the drop down menu

Option #2:  The Action Menu Method

Select the Tag you wish to remove, then under the Action Menu, select Delete

Change Tag Name

If you do not like the name of a tag, you my modify it.  To do so follow the steps below…

Step #1:  Select Tag

Step #2:  Open Tag Property’s Window

Option #1:  Right Click Method

Right click on the desired Tag and click Edit on the drop down menu

Option #2:  The Action Menu Method

Select the Tag you wish to edit, then under the Action Menu, select Edit

Option #3:  The Double Click Method

Double click on the Tag you wish to edit

Step #3:  Modify the Tag field to change the name

Tag_Manager_Properties_Tag

Step #4:  Press Save

Task_Item_Editor_Save

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