tags crm tags video Using CRM Tags

Create your own custom classifications for clients and leads using LMN's tags. Tags are like lists - you can add any client/lead to the list(s) you want them to belong to. Using tags - you'll be able to instantly view, report, and even export, clients that belong to a specific group or list.

 

In this video you will learn to:

  • Create and edit your list of tags
  • Add a tag to a client or lead
  • Add a tag to a list of clients or leads all at once (so you don't have to do it one at a time!)
  • Search your list of clients or leads by tag
  • Export a list of clients or leads to an Excel spreadsheet using only selected tags

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