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Setting Up Tags

Tags are really just ways to add clients and leads to a list.  Tags will help you filter your specific clients for tracking and also for marketing purposes. 

If you want to pull a list of clients by a certain attribute (e.g. Irrigation Prospects, or Snow Clients), then you'll want to create a tag with that name.

For example:

  • Client - Residential
  • Client - Install
  • Prospect - Maintenance
  • Prospect - Irrigation

How to create a Tag:

  • Click the CRM menu on the left side
  • Click the Tags menu
  • Click the +New button to add a new tag
  • Give the tag a unique name, then click OK to save that tag

 

Then, simply add that tag to any lead or client who should be included in that list via LMN > Contacts > Click on a contact to edit and add tags.

 

Once you assign those tags to the client/lead, that client will show up any time you pull a list of clients assigned that tag.

 

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