How to Organize Information in your CRM Using Tags

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.

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