Скачать или смотреть Managing Tags in Copper CRM

Dive into the power of tags in Copper CRM and learn how to keep your contacts, leads, and projects perfectly organized! This video will guide you through creating, managing, and customizing tags to group your data effectively and find information faster.

Tags in Copper CRM are a fantastic way to categorize contacts, segment lists, and track projects with ease. We’ll walk through the best practices for tagging, from setting up useful tags to editing and removing ones you no longer need. Plus, we’ll cover tips on how to make tags work best for your specific workflow, giving you the flexibility to streamline searches and optimize your CRM experience.

If you’re ready to master tags in Copper CRM, hit the subscribe button for more tips and tricks!

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00:00 Introduction to managing tasks in Copper CRM
00:20 How to add tags in Copper CRM
00:41 Adding Additional tags for the same record in copper CRM
00:55 Using tags to search or filter in copper CRM
01:25 How to access tag settings in copper CRM
01:38 How to edit or delete tags in copper CRM