Summary
This lesson explores the functionality of adding tags to your contacts in the Notary Success CRM. Tags are crucial for categorizing your contacts into different groups for more targeted communication and organization. Learn how to efficiently create and apply tags to one or multiple contacts and navigate the tagging system to enhance your CRM management.
Guide to Adding Tags
Navigate to Contacts:
Access the "Contacts" tab from the left-hand navigation menu in your CRM.
Selecting Contacts for Tagging:
You can add tags to contacts individually or in bulk. For bulk actions, select multiple contacts by checking their boxes on the left side of their name.
Adding Tags:
Click on the "Add Tag" icon, typically represented by a tag symbol or text.
Enter the name of the new tag you wish to create or select from existing tags. You can add multiple tags at once.
Fill in the action details for record-keeping purposes, describing what you're doing, like "Adding leads tag".
Saving Your Tags:
Once you've entered your tags and action details, click "Add" to apply the tags to the selected contacts.
Individual Tagging
Access Individual Contact:
Click on any contact to enter their detailed view.
Add or Remove Tags:
Scroll to the "Tags" section. Here, you can type to add new tags or select from existing ones.
To remove a tag from a contact, click the "X" next to the tag name.
Troubleshooting
Grayed Out Button: If the "Add" button is grayed out, ensure you've filled in the action details. This field is required for all bulk actions for internal tracking.
Best Practices for Using Tags
Consistent Tagging: Develop a consistent tagging system that makes sense for your business. This might include tags based on the contact's industry, the type of service they're interested in, or their location.
Review and Clean Up Tags Regularly: Periodically review your tags to remove or merge duplicates. Keeping your tagging system streamlined will make it more effective.
Utilize Tags for Targeted Communication: Use tags to segment your contacts for specific marketing campaigns, newsletters, or updates, ensuring that the right messages reach the right people.
Conclusion
Tags are a powerful feature in the Notary Success CRM, allowing you to categorize and manage your contacts with ease. By following these steps, you can make the most of this feature, resulting in more organized contact management and more effective communication strategies.
