Contactually creates a structure to organize your contacts and a process to keep in touch. You’re familiar with the buckets but what are tags and how are they different?
In this post you will learn:
By hovering over Add Bucket, you will be able to either add a bucket from the bucket library, or create your own bucket.
You can create tags by checking the boxes of the contacts you want to add a tag to, then selecting the more option at the bottom. You then select tag and create your tag.
You can also create tags on a contact’s profile by selecting Edit Tags in the bottom right of the contact’s profile.
BUCKETS: Industry verticals (IT, Health care, HR, Sales) or level of interest (Interested, Not Right Now, 90 day check in)
TAGS: Location, salary range, years of experience, certifications, degrees
BUCKET: Current clients, past clients. TAGS: Neighborhood, zip code, seasonal mailing list
BUCKET: Real Estate Business TAGS: Home inspector, mortgage lender, interior designer
BUCKETS: Hot Lead, Warm Lead, Cold Lead
TAGS: Product or service, industry, potential upsell
BUCKETS: 3 month follow up, 6 month follow up, 12 month follow up
TAGS: Social groups, alumnae associations, location, how you met
BUCKETS: Online leads, Newsletter, Mentors
TAGS: Industry, interests, webinar/speaking event attended
BUCKETS: Donors, Vendors, Influencers
TAGS: Level of donation, industry, organization/group
BUCKETS: Vendors, Past clients, Event spaces
TAGS: Vendor types, event dates, location
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