What are TAGS?


What are Tags?

A tag is a keyword or categorizing term that can be attached to a Lead, Contact, or a Deal. Tagging can be useful when you need something to quickly filter information by. Furthermore, you can use tags to categorize your Leads, Contacts, and Deals and tailor your actions to certain groups. 


How Can I Use Tags?

For example, if certain Leads / Contacts are ready to sell, adding a “Hot Lead” Tag to them can help differentiate them from other Contacts. You can then select this Tag from your filter options n order to see only those which have been tagged with it. This can be a great way to categorize and group various people in your Lead / Contact list. Tags can also be used to categorize both Deals and Leads. 

0 out of 0 found this helpful



Please sign in to leave a comment.