In this video, we'll show you how to use Smart Lists and Tags inside your OfferTermz CRM to organize your contacts and leads the way you want.
You'll learn:
- What Smart Lists are and how to create them
- How to filter contacts by any field, status, or activity
- How to save Smart Lists for quick access later
- What Tags are and when to use them
- How to add, remove, and manage Tags across your contacts
- How Smart Lists and Tags work together to keep your CRM organized
Once you set these up the right way, finding the right leads at the right time becomes effortless.
Have questions? Reach out to our support team or drop a comment below.
