Original Question:

Wesley Raymond Ging asked:
“I loaded a list with the tag refinance. When I go to sort by tags, that is not a tag it recognizes. I can see some of the leads I uploaded, and it looks like some got duplicated.”

Answer:

When uploading contact lists into Agent CRM, sometimes tags may take a short time to process. However, if you are having trouble sorting by a specific tag, here are a few steps to ensure your list is filtered correctly.

How to Sort by Tags in Agent CRM

  1. Check That the Tag Was Applied

    • Go to Contacts > Contacts/Smart Lists
    • Search for an individual contact you uploaded and check their assigned tags
    • If you see the correct tag listed on at least one contact, the tag has been applied

  2. Use the “More Filters” Option

    • Instead of typing the tag directly in the search bar, click “More Filters”
    • Select “Tags” and choose “Refinance” from the list
    • Click Apply Filter

If the tag still does not appear in your search results, try refreshing the page or waiting a few minutes for the system to update.

How to Merge Duplicate Contacts in Agent CRM

If your list upload resulted in duplicate contacts, you can merge them to keep your CRM clean.

  1. Go to Contacts > Contacts/Smart Lists
  2. Click on “Merge up to 10 Contacts” at the top of the page
  3. Select the duplicate records that you want to merge
  4. Click “Merge” to combine them into a single contact

This feature allows you to clean up your contacts efficiently and prevent confusion when managing leads.

Why This is Important?

  • Ensures your tags are properly applied so you can filter and organize contacts
  • Prevents duplicate records from causing confusion in campaigns and workflows
  • Helps you efficiently manage lists and segment leads for marketing and follow-ups

If you continue experiencing issues with tags not appearing, try logging out and back in or reaching out to Agent CRM support for assistance.

sort by tags

More Resources

To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:

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