Use Tags to Organize Contacts & Deals
In Deal and Contact, besides basic information, you can add a Tag.
A Tag can simply give you a brief but crucial description of that piece of data. For example, you can add "Urgent” , "First Cooperation”, "VIP”, etc as Tags to remind yourself and show your colleagues the characteristics and importance of each case. Some of our clients are from the beauty industry, to let all staff in different branches have a clear view of all the customers' preference , the administrator create Tags like Nails, Facial Treatment, Spa and Make-up. Some of the beauty consultants even use branch names as Tags to distinguish members from different shops.