Managing your contacts efficiently is key to running a smooth business. Custom tags in your CRM can help you categorize your contacts, making it easier to find the people you want to reach when you need them most.

📌 Why This Matters

Having an organized contact list saves you time and helps you personalize your communication. Instead of scrolling through countless names, you can quickly filter your contacts by tags like “VIP customers,” “suppliers,” or “potential leads.” This targeted approach means you connect with the right people at the right time, improving your customer relationships and saving valuable time.

✨ What’s New

• Create and Assign Multiple Tags: You can now add several tags to a single contact, giving you more flexibility in categorizing them.
• Quick Filtering by Tags: Easily filter your whole contact list by one or more tags, so you’re only seeing the contacts you want to focus on.

🛠️ How to Use It

1. Step 1: Open your contact list in your CRM and click on a contact you want to tag.
2. Step 2: Add one or more custom tags that describe this contact’s category or status. Examples include “regular customer,” “newsletter subscriber,” or “local vendor.”
3. Step 3: To find contacts grouped by tags, use the filter or search option and select the tags you want to view.

💡 Pro Tip

Create tag groups based on your business goals — such as customers who recently made a purchase or those interested in a specific service — to send targeted updates that encourage repeat sales.