How to Change the Colors of Groups and Labels

STEP 1:  Roll your mouse over Settings :: General :: Tags.  Click Tags and this screen will display with existing Tags of Groups and Labels

Step 2:  Click the Actions Dropdown

 

STEP 3:  Click Edit Tag from the Dropdown Menu for the Tag you will to modify

STEP 4:  You can change the following Cells

  • Name of Tag
  • Click the Color Icon and the Color Pallet will dropdown with the current color of the Tag.  You can change the color of the Tag by clicking the multi-color pallet on the right side of the Color Pallet  Dropdown to choose the primary color.  Click on the area to the left of the multi-color pallet to select the Specific color for the Tag
  • Click on the Area dropdown to change the type of Tag whether it is for a Lead or the Text Tree
  • Click on the Field dropdown to change the type of Tag  whether it is a Group Tag (Buyer, Seller, Cash Buyer, etc) or Label Tag (Source of the Lead (kvCORE, Facebook API, or other  Lead Source)
  • Click the APP Notify button (Yes or No) to notify the mobile app when the Tag is generated based on the Lead response to the Skyler360 AI
  • Click on Desktop Notify button (Yes or No) to notify the desktop when the Tag is generated based on the Lead response to the Skyler360 AI
  • Click on Pass Call to Mobile button (Yes or No) to pass the Call to the Mobile App when the Tag is generated based on the Lead response to the Skyler360 AI.  Special Note:  Recommend selecting the Yes button  for Buyer, Seller, Cash Buyer, Seller/Owner Financing and Investor only
  • Select the Agent from the Agent Name dropdown
  • Select Share All if Skyler360 is licensed for a Team or Group of Agents

STEP 5:  Click on Edit Tag to save the selections changed

Other related Knowledgebase Help Articles:

What’s the Difference between Groups & Labels

How to Create Groups and Labels (Tags)

Creating a Tag

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