Best practice for using Tags functionality
Tags allow you to segment your database into more targeted groups, for more personalised communication and clearer contact organisation. So your messages always reach the right people at the right time.
An introduction to Tags
Tags allow you to segment your database into more targeted groups. Ideal for when you are looking to communicate with groups of people. Tagging your database is a great way to ensure the message you're sending is hitting the right people. This video will give you an introduction to Tags and show you how to add tags in Rex CRM.
Using Tags
Filtering contacts, properties and listings via custom tags makes it easier for sales teams to more effectively and efficiently focus their efforts on a specific segment of customers, and track specialised information. It’s easy to find whatever you need – no matter how large your database. In this session, Kev will show you the best practice for using tags.
Consistency across your agency
Rex CRM gives you the option to create System Tags, so that all users in your account tag their data the same way. This keeps your data clean and allows management visibility across contacts.
Explore more of Rex
We've got different clients we deal with, buyers, tenants, landlords, sellers. Rex gives us the ability to tailor those journeys and have information going to them on a regular basis.
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FAQ's
Where do I find Tags in Rex CRM?
When do I use Tags?
How do I add tags and system tags?
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