Tags in Lead Scout are a powerful organizational tool that can significantly enhance your sales canvassing and door knocking process. In this article, we'll explore what tags are and provide insights into how to use them effectively.
How to get the most out of tags
Create relevant tags: Develop a set of tags that align with your sales strategy and the criteria that matter most for your business.
Apply tags thoughtfully: When adding a new prospect, apply tags that accurately represent the attributes or characteristics of the property and the homeowner.
Consistent tagging: Encourage your team to use tags consistently to maintain a well-organized prospect database.
Leverage and quickly find existing tags: When adding tags, easily browse or search pre-existing tags, or quickly add a new tag if you can't find the tag you're looking for.
How to apply tags to a prospect:
Create a new prospect or open an existing prospect: Begin by adding a new prospect to the map (Long press on the map to add a new prospect) or tapping an existing prospect.
Scroll down to "Tags": When the prospect details pop up, locate the "Tags" section in the prospect details.
Add tags: Add tags that are relevant to this prospect, homeowner, or property.
Frequently asked questions
Will other team members see the statuses I set? Yes, all team members will see statuses set on prospects within the account.
Can I set a status more than once? Yes, you can easily update a status if the prospect's disposition has changed since the last time you visited that prospect.
Can I set a customize or reorder the statuses? No, not at this time, although these are two features we currently have in our plans for development.
Why Leveraging Tags is Valuable
Tags offer several advantages for your sales team:
Prospect categorization: Tags help categorize prospects based on specific criteria such as home issues, homeowner disposition, or any other relevant categories.
Efficient team collaboration: Tags are visible to your entire team, promoting seamless collaboration by ensuring everyone can see and access the same set of tags.
Streamlined searching: You can easily search or browse through tags, making it quick and convenient to locate prospects that match specific criteria.
Tags in Lead Scout are your ticket to organized and efficient prospect management. By categorizing prospects effectively, you streamline your canvassing process, enhance team collaboration, and improve your overall sales strategy.
More questions? Contact support@leadscoutapp.com