Creating Tags and Custom Fields
When you’re juggling multiple leads and clients, it can be tough to keep track of who’s who and where they came from. Luckily, GoggleCRM gives you flexible ways to organize and filter your contacts us
With these tools, you can easily group leads by campaigns, source, or any other criteria that matters to you.
Adding Details to a Lead’s Profile
When you open a lead’s profile—say, Dave Faulkner—you’ll see a “Details” section where you can add all kinds of information. Beyond basic details like their job title or company name, you can plug in their social media handles, phone numbers, or even potential deal values. The more information you store here, the easier it becomes to personalize your follow-ups and stay on top of every opportunity.
Organizing With Tags
Tags are like virtual labels that help you quickly sort and filter your contacts. For example, if you run different marketing campaigns, you can tag each lead with the specific campaign they came from. If you want to note that a lead originated from your website, simply assign a “website” tag. Need to identify who downloaded a particular resource? Tag them accordingly.
How to Create and Use Tags:
Go to Settings: Head to the Settings area in GoggleCRM.
Create Your Tags: Make tags for anything that’s useful to you—campaign names, referral sources, or special notes.
Assign Tags to Contacts: When viewing a contact’s profile, scroll down to add the tags you’ve created.
Once tags are in place, you can filter your entire contact list by tag. This makes it easy to focus on a specific group—like leads from a certain campaign or customers at a particular stage in your sales process.
Using Custom Fields for Extra Details
If there’s information you’d like to capture that doesn’t fit into a standard field, just create a custom field. Maybe you want a “How did you hear about us?” field to track marketing sources or a “Preferred Contact Method” field to personalize your outreach.
How to Create Custom Fields:
Settings Area: Go to Settings in GoggleCRM.
Add a New Custom Field: Give it a name (like “Referral Source” or “Favourite Product”).
Fill It In on a Contact’s Profile: Just scroll down in the contact’s profile and fill in the details for that custom field.
Why Use Tags and Custom Fields?
Better Organization: Quickly segment contacts by their tags or custom fields, making it easier to find exactly who you need.
Personalized Outreach: Tailor your messages by knowing where each lead came from or what they’re interested in.
Improved Efficiency: Spend less time hunting for information and more time building relationships.
In Short:
Tags and custom fields give you the flexibility to manage your leads your way. Whether you’re tracking sources, sorting customers into groups, or adding extra details, these tools help ensure no one slips through the cracks. With a few clicks, you’ll have a more organized, personalized, and efficient system for managing your leads in GoggleCRM.