4. CRM Tags & Referral Sources
Tags allow you to create your own customized lists/groups in CRM so you can view, report, and even print lists of clients or leads belonging to a specific group. Referral sources allow you to customize where a client or lead first learned about your company, so you can track and report on the success (or failure!) of different marketing efforts.
crm guide referral referral sources video Setting Up CRM Referral Sources
Maximize your ROI (return on investment) on your marketing spend! Use LMN to track where your customers are coming from, how much revenue is coming in, and what your close rates are like for each different m...
referral source faq How do I Setup My Own Referral Sources?
The referral source field is used to track where your leads came from. This way, you can analyze which sources of marketing are generating the most leads and sales. LMN comes with some sample referral sourc...
guide tags crm tags video CRM CMR 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 inst...
assign tags faq How do I Assign Tags to Customers or Leads?
The purpose of tags is to assign your clients and leads to specific lists. Tags are really just another name for a list. When you assign a tag to a lead/client, you're adding that client to a list so it's ...
tag view faq How do I View a List of Clients or Leads By Tag?
Tags are a great way to add your clients/leads into lists. You can pull lists of clients and leads in two different ways: View a list of clients/leads on-screen Click the CRM menu to view a list of clients...