Managing customer information effectively can be a game-changer for your small business. One handy way to keep things organized is by using tags in your customer relationship management (CRM) system. Tags act like labels, letting you group and find contacts quickly based on what matters most to you.
📌 Why This Matters
When you have lots of customers or contacts, it’s easy to lose track of who is who and what their needs are. Tags help you put customers into categories, like loyal buyers, prospects, or special interests. This makes communication smoother and ensures you can tailor your messages, offers, or follow-ups to each group.
✨ What’s New
- Multiple Tags Per Contact: You can now add more than one tag to a contact, making it easier to capture different traits, like location, purchase history, or preferences.
- Bulk Tagging: Select multiple contacts at once and assign tags to save time when managing your lists.
- Tag Filtering: Quickly filter your contacts by tag to find exactly who you want to reach or review.
- Tag Management: You can rename or delete tags as your business needs change, keeping your system tidy.
🛠️ How to Use It
- Step 1: Go to your contact list and select a contact (or multiple contacts) you want to tag.
- Step 2: Add one or more tags that describe your connection with them (for example, “Repeat Customer” or “Newsletter Subscriber”).
- Step 3: Use the filter option to view contacts by tags whenever you want to target a specific group.
- Step 4: Periodically review your tags to update or remove those that are no longer relevant.
💡 Pro Tip
Using tags to organize your contacts helps you stay focused on what matters most, which leads to better communication and can directly impact your sales opportunities.
