Tag, You’re It!
by eric on 05 December 2008

A vacation rental with the tag "exclusive"
Tags are a very useful feature to categorize your data within EasyBroker. A tag is a keyword or term you associate with properties, opportunities, bookings, or contacts. Once you associate the tag with an object you can then easily filter or search for any objects matching those tags. For example you may want to tag vacation rental properties that you exclusively manage as “exclusive” and those that you don’t exclusively manage as “non-exclusive”. After you’ve tagged your properties you can then simply click on the tag in the “Filter by tag” sidebar to see properties with those tags.
I often use the tags “lead”, “vendor”, “client”, and “job candidate” to categorize my contacts. For bookings you could use the tag “airport pickup” so that you can easily see how many and which of your bookings included airport pickup. You could use “hot” for opportunities that you are very likely to close successfully, or “stuck” for those that just don’t seem to move forward.

Filter by tag sidebar
The “Tags” page is another useful tool you can use to manage your tags and see where and how your tags are being used. You can access the “Tags” page by clicking “edit tags” on the “Filter by tag” sidebar. The “Tags” page shows you all of the tags that your team is using. Each tag is shown with a total by type of object such as Property or Contact which gives you an overall break down of how your data is categorized. For example you can easily see how many exclusive vacation rentals you have versus non-exclusive ones or how many bookings have airport pickup.
The beauty of tags is that you can invent your own and use them in very creative and original ways to help you more effectively track and manage your business.






