What’s the best way to mark or tag a contact to make searchable?


#1

Thanks for the video Paul… Question: What’s the best way to mark or tag a contact to make searchable? I looking to use my Zoho database across several different businesses ran by both my wife and I. Is that recommended? TY

Youtube


#2

Yeah just tag them and filter your views. Or create a custom field for Customer Type if you want to too. Both are easy.
Here’s a video on Segmenting your contact list.