We are excited to introduce new tag-based automations for RealScout! This also works with your synced systems (integrations).
By using these tags, you can easily trigger specific actions:
RealScout Archive Contact
RealScout Disable All Alerts
RealScout Disable Listing Alerts
Example on RealScout (no CRM)
If you add the tag "RealScout Archive Contact" to Sadie's profile, it will automatically be archived in RealScout.
Additionally, you can manually archive her profile by checking the box next to her name and selecting "Actions" to choose the "Archive" option.
Example on RealScout with CRM
If Follow Up Boss is integrated and you add the tag "RealScout Archive Contact" to the contact named Sadie, her RealScout profile will be automatically updated and archived in RealScout.
Additional Tips on using the Contact List's Error column to help with mass contact clean up:
Introducing RealScout Email Tags & Contact List Cleanup Tips
Other Details:
The best part? These tags are not case sensitive, making them easy to use!
The automated action should happen shortly after the tag is applied.
When manually completing these actions, the tags will not retroactively apply.
We welcome your feedback! Please visit the support tab to share your thoughts anytime. Thank you for being a valued part of our community!