Tags and labels: categorization and workflow
Two categorization systems: Tags (lightweight, flexible, hashtags) and Labels (heavyweight, colored, company-wide). Both filterable; different purposes.
When do you use what?
Section titled “When do you use what?”| Purpose | Use |
|---|---|
| Quick marking (“sea view”, “renovation”) | Tag |
| Make workflow status visible (“Photos needed”, “Hot Lead”) | Label |
| Personal note | Tag |
| Team-wide agreement | Label |
Properties
Section titled “Properties”- Hashtag style:
#zeezicht,#renovatie2024 - Freely creatable by any team member
- Multi-select per record
- No color
- Lightweight, no formal management
Creating
Section titled “Creating”In the edit form of a property/deal/lead/contact: type in the Tags field → Enter → tag created and assigned. Existing tags appear as suggestions.
Management
Section titled “Management”Settings → Company Settings → Tags for a central overview. Delete, rename, merge. Renamed tag changes on all records.
Labels
Section titled “Labels”Properties
Section titled “Properties”- Company-wide managed: admins create
- Colored: visually distinguishable in the list
- Multi-select per record
- Workflow tool
Creating and adding
Section titled “Creating and adding”You do not create labels in the settings, but directly on a property, in the Labels field of the property form or the property overview:
- Click Add label.
- Choose an existing label, or type the name of a new label and press Enter.
- A property can have a maximum of 3 labels. If you try to add more, you will see You can only add 3 labels.
Removing
Section titled “Removing”Click the cross next to a label to remove it from the property.
Filtering
Section titled “Filtering”Both filterable:
- Tags filter in overviews, select one or more tags
- Labels filter, same
Combination filter: tag “zeezicht” + label “Hot Lead” = properties with both.
Mass Edit
Section titled “Mass Edit”Both via Mass Edit. Tags additive: existing ones remain, new ones are added. For labels, explicitly select what to add or replace.
Commonly used combinations
Section titled “Commonly used combinations”- Label “Photos needed” → worklist for photographer
- Label “Q4 price review” → weekly evaluation shortlist
- Tag
zeezicht,golfbaan,gated-communityfor property search criteria - Tag
Pools,Russischfor customer language preference