Tagging & Filtering Your Leads / CRM Organization:

Updated :

Keeping your CRM organized and up to date plays a significant role in your overall success!

Here's the list to some sample tags: 




Finding the "Gold" in your CRM dashboard


Why Invalid numbers can = Opportunity - Learn why it's so important

Bad Number = No Problem! Watch the Phone Validation tool gain you more business!

What leads are your biggest priority and biggest responsibility

Which leads don't deserve your time

BBC Filters explained

The reality about the Quality of your Leads

A simple filter that might find you that "Golden Lead" in the CRM

Why you should never delete a lead


Powered by Zendesk