Tags can be used to help you sort through your leads and customers. It's a great way for you to better manager a long list of clients and identify special cases (e.g. a hot lead, a VIP client, etc)
Examples of how to use tags:
- Tag to identify Hot or Cold leads.
- Tag customers that are VIP or Veterans etc.
- Tag leads in a specific stage (e.g. Quoted) to identify where they are in the sales process.
- Use tags to quickly filter through your customer list or lead list.
- Apply automation based upon tags
Here's a quick video on how to:
- Manage your tags.
- Tag a customer and a lead.
- Create filters based on tags.