Tagging Leads & Clients
Tag you are it!
Tags, Popular Tags, Tagging or Tag
Cloud...whatever you want call them, we want you to create and use
them.
Carriers, Coverage Types, Products, Renewals, Referrals, or just a basic description. Create at will.
Tagging your Leads and Clients with descriptive terms will allow you to filter, search and market to your Book of Business.
Add Tag - Name, Title or Description
Tag Samples - Auto, Home, Health, Life, Humana, Wells Fargo, Directmail, Radio, Referral, etc...
Carriers, Coverage Types, Products, Renewals, Referrals, or just a basic description. Create at will.
Tagging your Leads and Clients with descriptive terms will allow you to filter, search and market to your Book of Business.
Add Tag - Name, Title or Description
Tag Samples - Auto, Home, Health, Life, Humana, Wells Fargo, Directmail, Radio, Referral, etc...