- Using Tags for Lead Segmentation:
- Tags can be used to categorize leads based on their level of interest, industry, or lead source.
- For example, you could tag leads as “Hot,” “Warm,” or “Cold” to prioritize them in your sales funnel.
- Click on the Tag field when editing or viewing the lead’s details to add or modify tags.
- Tracking Lead Progress with Notes:
- Notes help keep track of significant information about a lead (e.g., when they showed interest, key pain points, feedback on proposals).
- These notes are visible to the sales team, making collaboration easier and ensuring that everyone is on the same page.
Lead Nurturing with Tags and Notes
< 1 min read
Updated on May 1, 2025
