How to Organize Information in your CRM Using Tags
by Deepa Kapoor Leading software service provider and professionalBusinesses 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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Created on Dec 8th 2020 12:32. Viewed 239 times.