Working the field

Tag prospects

Use tags to mark key details about a home, like a damaged roof or a pool.

Tags mark details about a prospect that statuses don't capture, like "Storm damage" or "Has solar".

Manage tags

Owners and admins can open Settings, then Tags. Click Add Tag, enter a name, pick a color and click Create Tag. Click the × on a tag to remove it.

Tag a prospect

Open the prospect and go to the Tags section. Tap a tag to add it, and tap it again to remove it. Anyone on the team can tag prospects.

In turbo mode, the tag you tap is added to every pin you placed. See Drop pins and add prospects.

Updated October 7, 2026