1
What Are Tags and Why They Matter
Tags are simple labels that you attach to contacts. They let you group, filter, and target contacts without creating complicated folder structures.
- A tag is a short label — examples: Buyer, Seller, Hot Lead, Cold Lead, Past Client, Referral, Investor, VIP, Open House Lead, Zillow Lead.
- One contact can have many tags — a contact might be tagged "Buyer", "Hot Lead", and "Referral" all at once.
- Tags power your Smart Lists — you can filter contacts by one or more tags to build targeted audiences for campaigns.
- Tags trigger workflows — you can start an automation whenever a specific tag is added to a contact. Example: Add tag "New Lead" → send a welcome SMS.
- Tags are shared across your team — every user in your Jtek account sees the same tag library. Consistency matters.
- Common real estate tag systems: Use one type tag (Buyer / Seller / Investor) + one temperature tag (Hot / Warm / Cold) + one source tag (Zillow / Referral / Open House). This three-layer system keeps filtering powerful and clean.
Tag naming tip: Use title case (Buyer, not buyer). Consistent capitalization makes your tag list much easier to read and prevents accidental duplicates like "buyer" and "Buyer" being treated as separate tags.
Common Tag Library
Lead Type
BuyerSellerInvestor
Temperature
Hot LeadWarm LeadCold Lead
Source
ZillowReferralOpen HouseWebsite
Status
Past ClientVIPDo Not Contact
2
Adding Tags to a Contact
You can add tags to any contact at any time from their contact record. It takes about five seconds.
- Open the contact record by clicking a contact's name anywhere in Jtek — in the contact list, in your inbox, or in a pipeline card.
- Find the Tags field in the right-side panel of the contact record. It is near the top, below the contact's name and avatar.
- Click the Tags field. A text input will appear with a dropdown of your existing tags.
- Start typing the tag name. The dropdown will filter to matching tags as you type.
- Click an existing tag to add it, or click "+ Create tag: [name]" to create a new one on the spot.
- Add as many tags as needed. Each one appears as a pill next to the others.
- Click elsewhere or press Escape to close the tag input. Changes are saved automatically — no Save button needed.
Quick tagging: You can also add tags from the contacts list without opening the full record. Hover over a contact row and click the tag icon that appears on the right side of the row.
Jtek
Contacts
Opportunities
Activity
NotesTasks
No activity yet.
TW
Tyler Walsh
Tags
Cold Lead ×
Type to add tags...
Suggestions
Buyer
Warm Lead
3
Bulk Tagging Contacts
When you need to tag dozens or hundreds of contacts at once, use the bulk actions menu. This saves hours compared to tagging one by one.
- Go to Contacts and apply any filter you need first — for example, filter by "Source = Zillow" to isolate your Zillow leads.
- Click the checkbox in the header row to select all contacts that match your current filter. Or check individual contacts by clicking their row checkboxes.
- Click "Bulk Actions" in the top toolbar. A dropdown will appear.
- Select "Add Tag" from the dropdown.
- Type the tag name in the popup that appears, or select an existing tag from the list.
- Click "Apply" to tag all selected contacts at once. Jtek processes bulk actions in the background — for large lists, it may take a minute.
- Refresh the page after a moment to confirm the tags have been applied. Check a few contacts to verify.
No undo: Bulk tagging cannot be reversed automatically. If you bulk-tag the wrong contacts, you will need to bulk-remove the tag. Double-check your filter before applying.
Jtek
Contacts
Opportunities
→ Add Tag
Remove Tag
Add to Pipeline
Delete
MS
Maria SantosZillowPN
Priya NairZillowAL
Alex LinZillow4
Filtering by Tag
Filtering by tag instantly narrows your contact list to exactly the people you want to see. You can combine multiple tags for precise targeting.
- Go to Contacts and click the "Filters" button in the top toolbar. A filter panel will expand.
- Click "+ Add Filter" and select "Tags" from the field dropdown.
- Choose your operator: "contains" (contact has this tag), "does not contain" (contact does not have this tag), or "is empty" (no tags at all).
- Type or select your tag value — for example, "Buyer".
- Add another filter by clicking "+ Add Filter" again. By default, Jtek uses AND logic — contacts must match all conditions.
- To use OR logic (match any condition), click the "AND" button between filters to toggle it to "OR".
- Your contact list updates instantly as you add or remove filters. The count in the header shows how many contacts match.
- To clear all filters, click "Clear Filters" or refresh the page.
Example filter: Tag contains "Buyer" AND Tag contains "Hot Lead" → shows only hot buyer leads. Save this as a Smart List and you can access it with one click every day.
Jtek
Contacts
Opportunities
MS
Maria SantosBuyerHot LeadDK
Dana KimBuyerHot LeadMJ
Marcus JohnsonBuyerHot Lead5
Removing or Renaming Tags
Over time, your tag library can get messy. Here is how to clean it up — rename duplicate tags and remove ones you no longer use.
- Go to Settings in the left sidebar (gear icon at the bottom).
- Click "Tags" in the Settings menu. This shows your full tag library — every tag that exists in your account.
- To rename a tag: Click the pencil icon next to the tag name, type the new name, and press Enter. Jtek will update the tag name on every contact that has it — no bulk re-tagging needed.
- To delete a tag: Click the trash icon next to the tag. A confirmation dialog will appear. Confirm the deletion. The tag will be removed from all contacts in your account.
- To merge duplicate tags (like "buyer" and "Buyer"), first bulk-tag all "buyer" contacts with "Buyer", then delete the lowercase "buyer" tag.
- Best practice: Do a tag audit every few months. Look for typos, duplicates, and tags nobody uses. A lean tag library is far more effective than a bloated one.
Careful with deletions: Deleting a tag removes it from every contact instantly. If you have workflows that trigger on that tag, those workflows may stop working. Check your automations before deleting any important tags.
Tag Manager