Utilizing Tags

This video explains how to manage and use tags within the Move platform's "Opportunities" screen. Here's a summary:

1. Viewing and Adding Tags: Tags are often automatically added when leads are generated, showing their source (e.g., Facebook, Google) or other information like insurance types. You can also manually add tags for specific situations, such as reviewing a conversation.

2. Using Tags for Sorting: Tags allow you to filter leads easily. For example, you can filter leads with a specific tag like "Facebook" or combine tags (e.g., "Google" and "ketamine") to view leads meeting multiple criteria.

3. Smart Lists: Tags are useful for creating smart lists, enabling efficient lead segmentation.

4. Tag Consistency: Ensure the team agrees on tag naming conventions to avoid confusion from creating duplicate or similar tags.

Tags streamline lead management and organization, helping to categorize and sort leads effectively.