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Once you’ve completed a large import of clients, it’s time to organize them for better management. Whether you’ve sourced leads from title companies, law firms, or used tools like Sales Navigator or Search Navigator on LinkedIn, organizing your client data is crucial for easy access and follow-up.
To effectively separate and categorize your clients, add tags. Tags allow you to filter clients based on specific types, such as title companies, real estate law firms, or nursing homes. Here's how to do it:
Edit an Existing Client: Go to the client’s details, scroll to the bottom, and add tags as needed. You can add multiple tags to each client.
When Adding a New Client: During the import process, simply select the appropriate tags to categorize the client.
Once tags are added, filter clients easily by clicking on the tags when you’re searching for specific client types. This helps you quickly access clients in particular categories, making it easier to manage your leads.
Tagging is particularly important for running retargeting campaigns or requesting reviews and referrals—features CloseWise offers for bulk email and text messaging. For free users, tagging helps keep your client information organized and easily accessible.
Using tags will keep your client information organized and allow you to quickly sort clients based on the type of service or industry they belong to.
Organizing clients by tags also streamlines follow-up actions, like sending out referral requests or reminders for services.
Stay tuned for our next video on importing data and past accounting information into CloseWise. Thanks for watching!
