How do I use tags effectively in my CRM?

Tag conventions that work in practice:

  • Temperature — `hot`, `warm`, `cold`
  • Industry — `hospitality`, `retail`, `b2b-saas`, `coach`
  • Source detail — `linkedin-cold`, `referral`, `inbound-website`
  • Status cue — `waiting-on-quote`, `nurture`, `not-calling-back`
  • Campaign — `Q3-cold-outreach`, `meta-ads-june`

Keep tags SHORT and consistent — a tag system with 50 different variants of "warm lead" is hard to filter. Agree conventions with your team in the first week.

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