Monday Nov 2, 2015 by Eric in How To

5 Ways to Use Tags

In keeping with the tag theme this week, here are five ways you can start using tags in your CRM to help manage your leads:

  1. Region or Location
    You might have captured your lead’s address, city or state, but it may be handy tag them as Midwest, West Coast, or Non-US for example.

  2. Industry Influencers
    Is the lead a prominent expert in their field or vertical? Tag them as Influencer, Legal Expert, or Tech Guru to find them quickly.

  3. Industry Events or Sponsors
    Remember which contacts you met at last fall’s tech event by tagging them Techweek for example. Or keep track of event sponsors by tagging them as such.

  4. Partners
    Need someone to help close a deal? Tag these special folks as Partners, Agency or Affiliate.

  5. PR and Media
    When you need to get the word out, tag your media contacts appropriately. Also handy to add their Twitter handles in their profile too, for quick access later.


How do you use tags? Let us know in the comments!




Monday Nov 2, 2015 by Eric in News

Tidy up your tags

Have some of your sales reps gotten tag happy in your account, making tags not so helpful anymore? We’ve just added a Tag Manager to the Settings section to help with that.

You can now see all the tags in use in your account, as well as a count for each type they’re being used for. They’re also linked so you can quickly jump to one and see which leads, companies or deals are using that tag.

Continue reading Tidy up your tags