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Searching for contacts in your CRM?

Searching for contacts in your CRM?

Tag Your Contacts in the Mobile App for Realhound CRM.

One of the significant features we offer in the Realhound CRM Mobile app, is we allow you to create a tag, which is like a group, for your contacts.

Here is an example of how to organize your contacts in our mobile app.  Open your app and do these few steps. Let's look at our contact, Adam Sandler. Click on him and if we scroll down, we can see that it identifies him as a director. He's tagged in the healthcare and the senior living industry. If I want to find all of my contacts in the senior living industry then, I click on my search, you can see all of my contacts who have the same tag where they're identified in the healthcare profession or senior care or senior living industry. Then I can choose those tags and then click the search button up at the top. When I chose that button it will find all of the contacts that have one or more of those identifiers. So out of the 500 contacts in my database, I have 20 that are tagged with one of those identifiers. That's how to use tags to find your groups of contacts.

 

If you found this helpful and you need to track your contacts, your vendors, and even your team within just a matter of seconds, it's all right here in the Realhound CRM.

Reach out to our sales team for a demo to learn more about how Realhound can help you manage your business, teams, and clients.

Call us: (949) 309-2810

Click here for a demo.

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