What are the benefits of tagging records in Zoho CRM?

What are the benefits of tagging records in Zoho CRM?

The primary objective of tagging in Zoho CRM is to help you categorize and prioritize records so that you can fetch them easily. For example, you can tag certain records as "Big deals" or "Tradeshow leads from Australia" or "Junk leads from referrals" and so on. When you categorize them based on the type of records, or activities associated to them, or the potential profits from the deals - is entirely up to you.
Consider tags as labels for records. They simply offer you an easy way to fetch a certain bunch of records and work on them. Here are some quick points on tagging in Zoho CRM:

  • You can add tags manually or assign tags on import of records or those created via APIs.

  • You can also automate the assignment of tags to records via workflow rules.

  • You can filter records on Global Search and via Advanced Filters based on tags.

  • You can create reports based on tags for a module. 





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