Articles

How to Organize Information in your CRM Using Tags

by Deepa Kapoor Leading software service provider and professional

Businesses have a long list of databases like contacts, projects, files, suppliers, and managing them is a big challenge. It is essential to segment the vast amount of data to find what you need. So people using CRM need to understand the importance of tags to help manage and segment their data in an organized manner.

What are Tags?

Tags are keywords or phrases created within a group to be associated with a specific set of files, contacts, organizations, or projects.

It allows users to filter data for various purposes, like sending emails, campaigns, invitations for a demo, training programs, etc. based on their location, interest, leads, campaigns, demographics.

Read the full article at Officeclip Blog


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About Deepa Kapoor Freshman   Leading software service provider and professional

3 connections, 0 recommendations, 20 honor points.
Joined APSense since, October 27th, 2020, From Atlanta, United States.

Created on Dec 8th 2020 12:32. Viewed 239 times.

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