Adding "Labels" to your leads and agents provides a quick and easy way to segment and filter your data. It also helps you create a list of contacts based on your preferences, offering a flexible way to add custom segmentation options not covered under Advanced Search.
How to Create a New Label
You create a new label the first time you apply it to a contact — there is no separate "create label" page. From the Recruiting or Retention module, select a lead or agent to open their profile. Just below the top action bar, click Add New Label next to Type a Label Name, type the new label text (for example, VIP, Not Interested, or Q1 Outreach), and select Create New Label from the dropdown when it appears.
The new label is now available across the whole account; you can apply it to any other contact going forward and filter on it in Advanced Search. To rename or delete a label across all contacts, go to Data → Labels in the left-hand menu.
Applying Labels to Leads/Agents
Labels can be applied individually from the Lead Profile or in bulk.
From the Recruiting or Retention module, select a lead or agent to open their profile. Just below the top action bar, click Add New Label next to Type a Label Name. You can either select an existing label that appears with the auto-complete function or create a new label.
📝 Note: Type a Label Name and Add New Label options are accessible from both the lead and agent profile screens.
Bulk Actions with Labels
- When you need to find your leads, select the proper label in the Label filter in the Advanced Search.
- You can add labels or remove labels in bulk with the bulk action Add Label to Leads/Agents or Remove Labels from Leads/Agents. To bulk add a label, just remember you need to create the labels first.
- To perform other bulk actions on this group, simply Select All, and you can Send Emails, Add Notes, Add to Smart Campaigns, and Add Tasks.
How Do I Remove or Delete a Label from a Contact?
Covers: remove a label, remove label from contact, delete a label, unassign label, untag contact, clear label, strip label off lead.
Short answer: Open the contact's profile, click the ✕ next to the label you want to remove. To delete the label entirely across all contacts, go to Data → Labels, find the label, and click the trash bin icon.
Remove a Label from a Single Contact
- Open the lead or agent profile from Recruiting or Retention.
- Under the top action bar, you'll see the labels currently applied.
- Click the ✕ (remove icon) next to the label you want to remove.
The label is unassigned from that contact immediately. The label itself still exists and can be re-applied.
Remove a Label from Multiple Contacts at Once
- From the leads or agents list, filter or select the contacts to update.
- Click Select All (or tick specific contacts).
- In the bulk action menu, choose Remove Labels from Leads (or Remove Labels from Agents).
- Pick the label(s) to strip off, and confirm.
Delete a Label Permanently (Across All Contacts)
This removes the label from BrokerKit entirely — including every contact it was applied to.
- Navigate to Data → Labels in the left-hand menu.
- Find the label in the list.
- Click the trash bin icon next to it.
- Confirm the deletion in the warning prompt.
⚠️ Deleting a label is permanent. Every contact that was tagged with it loses the tag. If you only want to remove the label from certain contacts, use the bulk remove action above instead.
Updating Your Labels
- By navigating to Labels, you will go to the following screen where you can update your labels
Navigating to Data, then Labels in the left-hand menu will take you to the Labels management screen where you can:
- View all labels and the number of contacts assigned to each
- Edit label names by clicking the edit button
- Delete labels permanently by clicking the trash bin icon - this will remove the label from all contacts (you'll see a confirmation warning before deletion)
- Search for or create new labels using the search bar
