by Kelsey Tyree | Feb 20, 2024 | Uncategorized
Prospect Identification: Tag leads based on the original source of acquisition (e.g., website form, social media, referral). Utilize tags to indicate the lead’s industry or specific interests. Assign tags that denote the lead’s demographic information...
by Kelsey Tyree | Feb 20, 2024 | Uncategorized
Behavioral Tagging: Rather than simply tagging contacts based on static attributes like job title or industry, consider implementing tags that reflect their behavior or engagement with your brand. For example, tags like “Engaged” for contacts who...
by Kelsey Tyree | Feb 20, 2024 | Uncategorized
Understanding Tags: What are tags and why are they important in CRM? Types of tags in ProspectBoss CRM: Contact tags, lead tags, opportunity tags. How tags facilitate segmentation and organization of data. Getting Started with Tagging in ProspectBoss CRM: Navigating...
by Kelsey Tyree | Feb 20, 2024 | Uncategorized
Organize Contacts with Tags: Tags are a powerful way to categorize and organize your contacts based on various criteria such as lead status, industry, location, or any custom criteria relevant to your business. Spend some time upfront to create a comprehensive set of...
by Kelsey Tyree | Feb 20, 2024 | Uncategorized
Define Tagging Categories: Start by defining the categories or themes you want to track. These could include product interests, customer demographics, lead sources, marketing campaigns, purchase history, or any other relevant aspects of your business. Tagging System:...
by Kelsey Tyree | Jan 22, 2020 | Blog, Uncategorized
Welcome to Prospect Boss! Prospect Boss is a powerful CRM Dialer platform built to take your prospecting to the next level. Some of you might remember us as SalesDialers but with more CRM features than ever before, we changed our name to be more in line with what...
