Learn about all the details of all our recent CRM updates here.
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In this release, you can now add tags to your clients and leads to provide a comprehensive overview of their profile and status. Customize your own tags, color code them and allow your team to understand all account profiles at a quick glance. Optimizations have also been done to clients and leads details to enhance readability of data. Read on to find out more!
There are 2 different types of tags available:
Public Tags: These are tags that are more commonly used across all clients and leads, which you can standardize and apply across all clients and leads. For example: “High Risk Client” “Low Risk Client” “Algo Trader”
Private Tags: These are tags that are more specific to a certain client / lead situation and are generally less applicable to other clients and leads. For example: “Bank Account Closed Recently” “Partner of ABC Company”
Tagging your clients and leads will allow you to have a comprehensive understanding on their profiles at one glance.
Each client / lead can have up to 30 tags. However, only up to 5 tags will be displayed in the clients / leads page.
For both Clients & Leads, there are the following added permissions:
Manage Lead / Customer Labels: Users will be able to:
View tags on clients and leads
Add pre-existing tags to clients and leads
Delete tags from clients and leads
Drag and sort tags
Set Private Tags Users will be able to create new private tags.
Set Public Tags Users will be able to create new public tags.
The tags created for clients and leads are not the same. You will be able to setup specific and separate tags for clients and leads.
To remove a tag from your client / lead profile, simply click onto the “x” button:
Public and private tags are segregated by a line.
By default, public tags are shown on top and private tags are shown below.
You can filter the client / leads based on the tags.
You can indicate more than one tag in your filter. The search results will show all clients / leads that have either one of the tags.
There is now a new tab called “About Customers”. It displays the information previously found under the Client Name.
Previous:
New:
The leads details are now segregated into 3 different tabs:
You can now tag the Owner and Participants for each lead.
You can now set the following permissions for Leads module too:
Update Owner
Update Participants
Update Lead Status
