Automating Sales (Pt 2) with Opportunity Tags

By now you should have your referral programs up and running and you have leads coming in thick and fast. You may identify a higher potential in one lead over the other and you want to highlight them or tag them somehow for future reference.

For example:

  • Leads that have signed up during a competition; or
  • Leads that attended a promotional event


With our tagging feature, we can help you assign specific ‘Tags’ to your opportunities so you can identify them easily when displayed with other leads in a SIT. Once you have these ‘Tags’ on the opportunities, you can send them to your marketing team in preparation for future sales!

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