CRM : Ajoutez de la couleur à vos balises CRM

CRM : Ajoutez de la couleur à vos balises CRM

Bonjour à tous,

Les tags sont des identifiants uniques qui peuvent être associés à différents enregistrements ce qui permet de rechercher, trier, catégoriser, filtrer et segmenter efficacement les enregistrements. Cette nouvelle amélioration a pour but d'offrir plus de fonctions aux balises.

Codage couleur des balises.

Vous pouvez colorer les étiquettes pour les distinguer et mieux comprendre les enregistrements. Vous pouvez utiliser les couleurs prédéfinies pour marquer les balises afin de souligner leur importance, le département auquel elles appartiennent, l'état de l'enregistrement, etc.



Par exemple, vous pouvez utiliser le code couleur suivant pour vos prospects afin d'aider les représentants à établir des priorités :
  • Rouge pour les leads de haute priorité
  • Vert pour une priorité moyenne
  • Jaune pour une faible priorité

Une fois ajoutées, les balises seront reflétées dans les pages de détails de l'enregistrement, la vue en liste, en fiche et la vue Canvas.

Enregistrement : 


Vue en liste :
 

Vue en fiche :


Vue Canvas : 


Puis-je modifier la couleur de l'étiquette à tout moment ?

Oui, les utilisateurs disposant de l'autorisation "Personnalisation du module" peuvent modifier la couleur des étiquettes à tout moment. Allez sur le module concerné, cliquez sur "Actions", "Gérer les balises"


Que deviennent les balises existantes ?
Les étiquettes existantes resteront incolores. Toutefois, vous pouvez leur attribuer un code couleur si nécessaire.

Et voilà, votre CRM devient plus plus visuel et plus pratique !

Bonne journée, 

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