How To Use Tags in Shape To Organize, Segment, and Automate Your Database - CRM Training
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How To Use Tags in Shape To Organize, Segment, and Automate Your Database - CRM Training
Get AI-Powered CRM: https://setshape.com Tags give you powerful flexibility to segment your database beyond record type or status alone. This walkthrough shows you how to add tags, filter by tags, organize pipeline segments, and use tags to trigger advanced automation inside Shape. Tags allow you to group leads by behavior, loan type, marketing ...
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