Staying organized and having a way to filter down into hundreds of leads is key. Setting up Tags as triggers for E-mail campaigns and other actions is a method that saves time and effort.
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Set up as many tags and name them however you wish and colorize them. Tags are a very important item in Ignite and can help you stay on top of things.
Groups are also a big part of Lead management in Ignite. We have some default groups already set up for you but you can create custom groups all you wish to aid in selections and executions of tasks and actions.
Create your own nomenclature and work-flows for getting leads through the system that have the best outcome for your sales needs. Groups are also customizable with color and naming conventions in Ignite. Using both of these features you can set up a lot of things to make selling a lot faster and easier.
When you need to move forward you need things to run smooth. This is where Ignite™ Groups and Tags come in. Groups can be named and organized and tags can do this plus be part of the Marketing Automations, for example any lead or groups of leads can be added to a Tag so they are also added to a new E-mail Campaign you set up for new leads anywhere during the campaign time-line.
