BrokerEngine Ideas

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Make Contact Tag available under Applicants Tab in Lead/Deal
Improvement
Under Review September 02, 2025
At the moment (unless I'm mistaken) the only way you can add a tag to a contact is via "Contacts". It would be handy to be able to add a client tag when loading an applicant's details through the "Applicant" tab in Lead/Deal. Then you don't have to leave the Lead/Deal to apply a contact tag.
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