A Step-by-Step Guide to Building and Using Dynamic Contact Lists in MangoCRM.
Contact lists are a critical component of any customer relationship management (CRM) system. But traditional static contact lists can be limiting, and they can quickly become outdated as customer data changes.
Dynamic contact lists, on the other hand, can help you keep your customer data up-to-date and streamline your sales and marketing efforts.
In this article, we'll explore how to build dynamic contact lists with tags in MangoCRM.
How to add new tags to an existing contact
Step 1: Define Your Tags
Tags are keywords or labels that you can apply to your contacts to help you organize and categorize your customer data. Before you can start building dynamic contact lists, you need to define your tags. This will help you categorize your contacts based on common characteristics, such as location, industry, or product interest.
Step 2: Apply Tags to Your Contacts
Once you've defined your tags, you can start applying them to your contacts. In Mango CRM, you can apply tags to your contacts individually or in bulk. This allows you to categorize your contacts based on their specific characteristics.
Step 3: Build Your Dynamic Contact List
To build a dynamic contact list, you need to create a new list and select the "tag" option. From there, you can select the tags that you want to include in your dynamic list. Mango CRM will automatically update your list based on any changes to your contact data. This ensures that your list remains up-to-date and relevant.
Step 4: Use Your Dynamic Contact List
Once you've built your dynamic contact list, you can use it to streamline your sales and marketing efforts. You can use your list to send targeted emails, run personalized marketing campaigns, or make targeted sales calls. The possibilities are endless, and the more targeted your efforts, the better your results are likely to be.
Dynamic contact lists are an essential tool for any business looking to improve their sales and marketing efforts. By using tags in Mango CRM, you can build dynamic contact lists that remain up-to-date and relevant. This allows you to better understand your customers and personalize your sales and marketing efforts. With the right tags and a little bit of creativity, you can take your customer relationship management to the next level and achieve greater success.