This is a quick guide to Capsule CRM Tags, DataTags and Custom Fields. Need more help? Email julia.blake@blakeconsultants.co.uk or visit the articles on blakeconsultants.co.uk/
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Hi, I’m Julia. I’m a business and systems strategist and consultant who specialises in developing clear and effective systems and processes for service-based business owners.
Want a chat to see if I can help? You can book a complimentary call by clicking here: blakeconsultants.co.uk/BookAD...
Here's some tips from the video:
Tags work best for grouping relationships, particularly those on your customer journey - prospect, client - potential, client, previous client. And they also work very well for other relationships for example partners, associates, and suppliers.
DataTags give an extra level to Tags, they enable us to capture information which is only relevant to contacts who are tagged with that tag - eg Client - potential would have additional information of Interested in Service A, B or C.
Custom fields are available for all contacts and work really well to record more static information about your contacts (Organisations, People or both), projects or sales opportunities. Industry works well as a custom field :)
Contact me if you have any questions, or would like any help - julia.blake@blakeconsultants.co.uk
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Are you an ambitious service-based business owner?
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