Bling Bling CRM tutorial How to tag customers & add customized labels

How to tag customers & add customized labels

This tutorial demonstrates how to add tags and custom labels for customers in Bling. By adding tags and labels, users can easily categorize and organize their customer interactions, making it easier to manage and track customer relationships.

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To add tags and custom labels for customers in Bling, follow these steps:

  1. Click on "Messages" in your inbox to view your conversations.
  2. Click on "Edit" for the customer you want to add a tag or label for.
  3. Select a tag from the dropdown menu, such as "Hot Lead."
  4. Add a custom label, such as "Custom Label."
  5. Click on "Save" to add the tag and label to the customer's profile.
  6. You can also change the tag or add a new label by clicking on the customer's profile.

By adding tags and custom labels, users can easily categorize and organize their customer interactions, making it easier to manage and track customer relationships. If you have any further questions, contact Bling's support team by filling out the contact form, and they will respond within 24 hours.