Keeping track of your contacts and knowing how to reach the right people at the right time can be challenging, especially as your small business grows. Using custom tags in your CRM makes organizing your contacts simple and effective.
đź“Ś Why This Matters
Custom tags help you sort through your contacts quickly and see important information at a glance. This allows you to send targeted messages, personalize your interactions, and maintain better relationships with your customers and leads.
✨ What’s New
- Multiple Option Tags: You can now create tags that let you select from several options for each contact, giving you more detailed info about their preferences or status.
- Dropdown Tags: These let you pick one option from a list, which is great for categorizing contacts cleanly—like “Lead,” “Customer,” or “Supplier.”
🛠️ How to Use It
- Step 1: Go to your CRM’s contacts section and look for the tag management area.
- Step 2: Create a new tag by choosing between a multi-select or dropdown tag, then name it to fit how you want to organize your contacts.
- Step 3: Assign these tags to your contacts based on relevant details like interests, purchase history, or communication preferences.
- Step 4: Use these tags to filter your contact list when sending messages or planning follow-ups.
đź’ˇ Pro Tip
Taking a few minutes to set up detailed tags helps you focus your communication efforts, which can lead to stronger customer relationships and increased sales.
