Overview
Tags are simple but powerful labels you can apply to contacts in your Scotify Solutions CRM. They help you categorize, segment, and organize your database without creating complex custom fields for every minor detail.
Why Use Tags?
- Segmentation: Easily filter your contact list to find specific groups (e.g., "VIP Client", "Attended Webinar", "Cold Lead").
- Automation Triggers: Launch workflows automatically the moment a specific tag is added to a contact profile.
- Quick Identification: See important context about a lead at a glance when viewing their contact card or chatting in the Conversations inbox.
Managing Tags
To view and manage all the tags in your system, navigate to Settings > Tags. From this dashboard, you can:
- Create New Tags: Pre-define tags so your team can easily select them from a dropdown later.
- Edit Existing Tags: Fix typos or update the naming convention of a tag across your entire database simultaneously.
- Delete Tags: Remove obsolete tags to keep your system clean and organized.
Pro-Tip: Establish a clear naming convention for your tags early on (e.g., using prefixes like "Status: Active" or "Source: Facebook Ad") to prevent your tag list from becoming cluttered and confusing as your business scales.