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hey everyone Hilary here from thrive today were gonna talk about how to get more out of your crm with tax so hopefully youve taken your contact list and youve upgraded it to a CRM but are you utilizing that CRM to its full potential one way to do that is with tags tags are little identifiers that you can attach to a record so that you can better categorize and organize your customer list which allows you and your staff members to provide a better customer service okay so how do we use tags most CRMs have an intuitive way to add a tag to a record but the important thing to consider is what are those tags that you want to use standards are gender age range location we also recommend putting in maybe how they found you their favorite products and services and also who on your team handles their account and then there are ways how not to use tags one of those ways is creating duplicates its really easy to create two tags that actually mean the same thing and you want to avoid this so f
