TAGGING CLIENTS

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Video Course: 5/13

1. Training Introduction

2. The Client Tab

3. Client Profile

4. Pulling Client Lists

5. Tagging Clients

6A. Communicating with Clients

6B. Using OneShop Number

7. Sequences

8. The Daily Tab

9A. Adding a Task

9B. The Tasks Tab

10. Sell Virtually with ShopWith

11. The Stats Page

12. Creating and Editing Templates

13. Your Finished!

Overview

Tagging clients is your way of segmenting your clients in any way that you want. The possibilities are literally infinite! You can tag all of your clients who like a certain color or the ones that live locally vs in other states. Once you have your clients tagged, you can pull any list you want based on this. 

WHAT YOU WILL LEARN:

  • How to tag your clients
  • How to use pre-existing tags
  • How to pull lists based on customer tags