Product description
You will notice the difference once you try it. This tool automatically adds tags to customer notes using keyword rules.
Key features
· Set 'keyword=tag' rules
· Automatically add tags to customer notes
· Segment customers by tag
· Save as CSV
A good fit for
· People who are not comfortable with computers and need an easy tool
· People who manually repeat similar tasks every day
If this is your first time, try following along once with the sample file. From the second time on, it will feel familiar.
If installation or initial setup gets difficult, contact us anytime and we can help remotely.
