Keeping your leads organized and properly tagged can make a big difference in managing your business relationships smoothly. With the right tools in your CRM, you can quickly find, update, and categorize your contacts, helping you stay on top of your customer interactions.

📌 Why This Matters

When leads and contacts are messy or hard to find, it slows down your ability to follow up and build relationships. Tags and lead management help you keep track of important information so you can prioritize communication, personalize your approach, and make better decisions.

✨ What’s New

• Advanced Search Options: Easily find leads using multiple criteria like phone number, email, or address, so you can access the right information quickly.
• Enhanced Tagging System: Update, add, or remove tags from your contacts in bulk to keep your database organized without extra effort.
• Tag Group Management: Group tags together for easier navigation and better clarity on your customer segments.

🛠️ How to Use It

1. Step 1: Use the search bar in your CRM to enter specific information like a phone number or email to locate a lead.
2. Step 2: Select multiple contacts from the search results to update their tags all at once.
3. Step 3: Apply or remove tags using the bulk edit feature to keep your contacts grouped properly.
4. Step 4: Organize tags into custom groups, making it easier to find and manage them as your contact list grows.

💡 Pro Tip

Regularly reviewing and updating your tags helps you personalize your communications, which can lead to stronger relationships and more repeat business.