We've just rolled out a new feature… Tagging!
Yes, after many requests from our users, we've finally added the ability to tag your contacts inside Unifyo!
So what does this mean? Well, ultimately it means you can organise your contacts at any time into specific groups, for example you could tag your contacts with things like: #lead, #warmlead, #customer, #highvalue etc. It's a bit like a mini CRM! You can easily then view all contacts which belong to a particular tag. Pretty useful stuff!
How does this work with my team?
When you create a new tag and assign it to a contact, this is shared with your team. Anyone in your team can add new contacts to the tag and view all contacts that belong to a tag. This is great to keep the entire team organised and on the same page with your contacts.
An example use case… Let's say a contact has expressed interest in becoming a customer, they are now a lead, inside Unifyo, click 'Add tag'.. As you start typing, Unifyo will show you tags which have already been used. After assigning the tag, you and the rest of your team will now see that this contact is a 'lead' whenever their Unifyo profile is opened.
How will you use tagging inside Unifyo? We'd love to hear your thoughts!