Workflow Actions: Add/Remove List & Add/Remove Tags

Automate Lead Organization with Lists and Tags

Keep your records clean and segmented by using workflow actions to add or remove them from lists or apply relevant tags — all based on triggers you define.

Add/Remove from List

Use this action to automatically move records into (or out of) a specific list based on trigger conditions. This helps keep your marketing or lead management pipeline structured without manual sorting.

How to Use:

1. In the Workflow Editor, click + Add Action.

2. Choose “Add/Remove List”.

3. Select the list you want to add to or remove from.

4. Save your action.

📌 Use Case Example:

• If a property is no longer Vacant, you can remove it from the Vacant list.

Add/Remove Tags

Tags are a flexible way to label records with additional information. Use this action to tag records automatically or remove outdated tags as their status changes.

🔧 How to Use:

1. In the Workflow Editor, click + Add Action.

2. Select “Add/Remove Tag”.

3. Type or select the tag you want to use.

4. Save your action.

📌 Use Case Example:

• When a record has all phone statuses as No answer, you can add a tag like “Unresponsive.”

• When a record replies and is moved to the next stage, you can remove the “Unresponsive” tag automatically.