Organize Your Contacts with Ease Using Tags

Managing your contacts effectively is a key part of running a successful small business. One simple but powerful way to keep your contact list organized is by using tags. Tags let you group and find contacts quickly, helping you stay on top of your customer relationships.

📌 Why This Matters

When your contacts are well organized, it becomes much easier to communicate with the right people at the right time. Instead of searching through long lists or mixing different types of contacts, tags help you sort customers, leads, suppliers, and partners into clear categories. This saves you time and makes your marketing and follow-ups more focused and effective.

✨ What’s New

• Tag Groups: Create groups of tags to better organize related categories, making it easier to find and manage your contacts.
• Bulk Tagging: Add or remove tags for multiple contacts at once to quickly update your list without extra work.

🛠️ How to Use It

1. Step 1: Identify common traits among your contacts like customer type, location, or purchase history.
2. Step 2: Create tags for these traits and group related tags if needed.
3. Step 3: Assign tags to your contacts individually or use bulk editing to add tags to several contacts at once.
4. Step 4: Use your tags to filter your contact list when sending messages or planning promotions.

💡 Pro Tip

Using tags to segment your contacts lets you send tailored offers or updates to the right audience, helping you maximize the impact of every message.