Hi! Thank you for this video. I would like your opinion. We are just switching over to HL from LUXOR CRM. Being a Restoration and carpet cleaning company, we have many different kinds of property management customers. Because they all have different needs we are trying to market to them with specific and different campaigns. Example: Apartment Property Managers and Commercial Property Managers. Would you recommend that we differentiate each contact with Tags or with a custom Source Type? Thank you in advance!
I would start with tags as that’s the easiest way to do it! But yes theoretically you could use custom fields as well… You can jump on one of my daily coaching calls with this link if you’d like: gosmarterflow.com/coaching
