Tags are descriptive labels that you can attach to your leads to help you organize and categorize them. By using tags, you can quickly and effortlessly locate the leads you need, precisely when you need them.
Effective Tagging Tips
- Choose meaningful names for your tags: Use names that are intuitive to you, making it easier to find leads.
- Maintain consistency in tag usage: This ensures that you can always identify which tag corresponds to which type of lead.
- Don’t hesitate to apply multiple tags to a lead: Often, a lead can belong to more than one category.
Common Tagging Pitfalls to Avoid:
- Avoid creating too many tags: An excessive number of tags can become overwhelming to manage.
- Keep your tags current: Update your tags as needed to reflect any changes.