Tags in LSS CRM help you organize and segment your contacts for automation, marketing, and filtering purposes. Here’s how you can create and delete a tag within your LSS CRM account.
Tag Organization Tips
Use clear naming conventions:
Lead - FB Ads
Client - Trial
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Review and clean unused tags periodically in Settings > Tags.
Create tags in Settings first before using them in workflows to stay consistent.
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How to Create & Delete a Tag in LSS CRM | LSS Notary Marketing Software
Tag Organization Tips