Managing Your Leads with Tags

Managing Your Leads with Tags

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Managing Your Leads with Tags


As a marketing professional, managing your leads and prospects takes a lot of effort if you don't have the right tools. The number of leads that come in on a daily basis can get lost if you don't keep on top of it. Make this process easier by using tags.

What are tags?

Tags are pieces of additional data that you can use to identify interested prospects. Tags are also used to simply sort leads as they move through your sales or marketing pipelines. When you use a tag, you are identifying leads through the automated process.

Why should I use tags?

While it is not a must to use tags, they are a handy way to move, add necessary information and remove them on a fly. Think of the following scenario: you have a prospect who signed up to receive more information and you want to categorize them. But you don't want to have multiple columns of data for the prospect, where you have to manually remove and update data as they move through your pipeline.

Tags are handy for exactly this purpose. The SimplyCast Contact Manager gives you a simple view of the tags for each lead. They can be updated using SimplyCast 360 with the ease of automation.

How do I interact with tags?

You can see your tags from the Contact Edit page in the Contact Manager. If you need to make any changes to the tags, you can also do this here and this will keep the contact up to date. Notice how the timeline will also show you a history of changes you've made to the contact.

Do I have to change how I do things?

You don't have to change anything that you don't want to. At SimplyCast, we spent a lot of time researching how marketers manage their contacts and nurture their leads. We have built a great set of tools that will enable you to maintain control of all this data in one place. Tags are just one of these tools. If you want to learn more about how the Contact Manager helps you nurture your leads, check this out.

As the system continues to grow, we are always adding more features based on our customers' needs. Keep checking this blog to continue learning more about marketing automation features.

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