Скачать или смотреть How to Manually Add Tags to Leads in Your CRM

In this video, I’ll walk you through the process of manually adding tags to your leads in the CRM, ensuring effective management and follow-up. Whether your leads come from surveys, eligibility forms, or Facebook ads, tagging is crucial for automating communication and tracking engagement.

Key Topics Covered:

Automatic Tagging: Understand how the system automatically adds tags like "consent to contact" or "hot tag" when a lead submits a survey or form, enrolling them into follow-up campaigns.
Manual Tagging: Learn how to manually add tags when importing leads from a CSV file or if automatic tags aren’t applied.
Batch Tagging: Discover how to select multiple leads and add tags simultaneously, even if you have a large list of contacts.
Follow-Up Automation: Find out how adding tags triggers a 5-day follow-up campaign, including emails and SMS sent at specified intervals.
Special Scenarios: Explore how to manage specific scenarios, such as tagging leads who missed appointments with the "no show" tag to automatically send rescheduling emails.
Health Client Workflow: Learn how to tag health clients in your CRM to enroll them in post-sale workflows that assist with service reviews.
By the end of this video, you’ll have a clear understanding of how to efficiently manage your leads through tagging, enabling better follow-up and communication strategies. Don’t forget to like, subscribe, and hit the notification bell for more CRM tips!