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.
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.