{"id":1565,"date":"2020-10-23T06:36:51","date_gmt":"2020-10-23T11:36:51","guid":{"rendered":"https:\/\/fridaycrm.com\/blog\/?p=1565"},"modified":"2020-10-26T21:56:25","modified_gmt":"2020-10-27T02:56:25","slug":"08-13","status":"publish","type":"post","link":"https:\/\/fridaycrm.com\/blog\/support\/08-13\/","title":{"rendered":"08.13 &#8211; Tags &#8211; SETTINGS"},"content":{"rendered":"\n<p><em>Settings -&gt;Tags<\/em><\/p>\n\n\n\n<p>The term <strong>Tag <\/strong>is\nused as an identifier to categorize data. The system of tags allows making\nspecific notes which characterize the company, Deal, or note.<\/p>\n\n\n\n<p>Tag purpose<\/p>\n\n\n\n<ul><li>systematize information and business processes <\/li><li>search for data in Contacts, Deals and Activities<\/li><li>analyze the company results and personnel effectiveness<\/li><\/ul>\n\n\n\n<p><strong>Friday CRM uses 4\ntypes of tags&nbsp;<\/strong><\/p>\n\n\n\n<ol><li>Company tags<\/li><li>Person tags<\/li><li>Deal tags<\/li><li>Note tags<\/li><li>Taks types <\/li><\/ol>\n\n\n\n<div class=\"wp-block-image image-gray\"><figure class=\"aligncenter is-resized\"><img loading=\"lazy\" src=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-13-01-tags-setting.png\" alt=\"\" class=\"wp-image-1566\" width=\"218\" height=\"336\" srcset=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-13-01-tags-setting.png 436w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-13-01-tags-setting-195x300.png 195w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-13-01-tags-setting-260x400.png 260w\" sizes=\"(max-width: 218px) 100vw, 218px\" \/><figcaption>Tags Setting<\/figcaption><\/figure><\/div>\n\n\n\n<p>The tags of every\ntype are assigned individually in <em>Settings -&gt; Tags<\/em> based on\nestablished business processes. Possible number of tags is not limited. It is\nalso possible to add current tags and delete irrelevant ones.<\/p>\n\n\n\n<h3>Tagging companies and persons<strong><\/strong><\/h3>\n\n\n\n<p>Depending on the individual business processes, the basic contact element is a company or a person. Usually, tagging is, to a greater extent, applied to the basic contact element. <\/p>\n\n\n\n<p>Tagging is the\nassignment of a feature so that they can be grouped afterwards by criteria\nwhich are important for working relations. It allows making important notes for\nprompt search of the contact and further work with him or her.&nbsp;<\/p>\n\n\n\n<p>Examples of use<\/p>\n\n\n\n<ul><li>phone number used for providing services to the client<\/li><li>revealed interests<\/li><li>package of services\/goods purchased by client<\/li><li>current relations (active, inactive)<\/li><li>planned activity #EmailMarketingCampaigns #LoyaltyCall<\/li><li>and others. <\/li><\/ul>\n\n\n\n<div class=\"wp-block-image image-gray\"><figure class=\"aligncenter\"><a href=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-13-02-company-tags-setting.png\"><img loading=\"lazy\" width=\"281\" height=\"300\" src=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-13-02-company-tags-setting-281x300.png\" alt=\"\" class=\"wp-image-1567\" srcset=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-13-02-company-tags-setting-281x300.png 281w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-13-02-company-tags-setting-374x400.png 374w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-13-02-company-tags-setting.png 701w\" sizes=\"(max-width: 281px) 100vw, 281px\" \/><\/a><figcaption>Company tags setting<\/figcaption><\/figure><\/div>\n\n\n\n<h3>Deal tag<strong><\/strong><\/h3>\n\n\n\n<p>is used as\nidentifier for the purpose\/reason of inquiry, type of potential order.<\/p>\n\n\n\n<p>A definite\nservice, product type and cooperation on special conditions (promo, bonus\nprogram) can be taken as such tag.&nbsp;<\/p>\n\n\n\n<p>Deal tagging allows quicker processing of orders of the certain type and analyzing the level of interest in a particular products and participation of clients in loyalty programs.<\/p>\n\n\n\n<p>The Deal tag is assigned by the manager when creating or editing the Deal. The list of available tags is also configured in the settings.<\/p>\n\n\n\n<div class=\"wp-block-image image-gray\"><figure class=\"aligncenter is-resized\"><img loading=\"lazy\" src=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-13-03-deal-tags-setting.png\" alt=\"\" class=\"wp-image-1568\" width=\"260\" height=\"263\" srcset=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-13-03-deal-tags-setting.png 346w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-13-03-deal-tags-setting-296x300.png 296w\" sizes=\"(max-width: 260px) 100vw, 260px\" \/><figcaption>Deal tags setting<\/figcaption><\/figure><\/div>\n\n\n\n<h3>Note tags<\/h3>\n\n\n\n<p>These tags are intended for counting the effectiveness of personnel. Learn more in the <a href=\"https:\/\/fridaycrm.com\/blog\/support\/05-06\/\">summary<\/a> below.<\/p>\n\n\n\n<div class=\"wp-block-image image-gray\"><figure class=\"aligncenter is-resized\"><img loading=\"lazy\" src=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-13-04-note-tags-setting.png\" alt=\"\" class=\"wp-image-1569\" width=\"235\" height=\"297\" srcset=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-13-04-note-tags-setting.png 470w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-13-04-note-tags-setting-238x300.png 238w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-13-04-note-tags-setting-317x400.png 317w\" sizes=\"(max-width: 235px) 100vw, 235px\" \/><figcaption>Note tags setting<\/figcaption><\/figure><\/div>\n\n\n\n<h3>Task tags<\/h3>\n\n\n\n<p>This type of tags is designed to categorise personnel\u2019s tasks. It is rather useful to monitor established plans of the team and sort them in filters.<\/p>\n\n\n\n<div class=\"wp-block-image image-gray\"><figure class=\"aligncenter is-resized\"><img loading=\"lazy\" src=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-13-05-task-types-setting.png\" alt=\"\" class=\"wp-image-1570\" width=\"207\" height=\"241\" srcset=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-13-05-task-types-setting.png 414w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-13-05-task-types-setting-258x300.png 258w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-13-05-task-types-setting-344x400.png 344w\" sizes=\"(max-width: 207px) 100vw, 207px\" \/><figcaption>Task types setting<\/figcaption><\/figure><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Settings -&gt;Tags The term Tag is used as an identifier to categorize data. The system of tags allows making specific notes which characterize the company, Deal, or note. Tag purpose systematize information and business processes search for data in Contacts, Deals and Activities analyze the company results and personnel effectiveness Friday CRM uses 4 types [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[6],"tags":[],"yst_prominent_words":[856,1153,1157,143,1151,184,1159,1158,166,1160,1162,464,931,1154,117,1152,470,663,122,119],"_links":{"self":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/1565"}],"collection":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/comments?post=1565"}],"version-history":[{"count":2,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/1565\/revisions"}],"predecessor-version":[{"id":1628,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/1565\/revisions\/1628"}],"wp:attachment":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/media?parent=1565"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/categories?post=1565"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/tags?post=1565"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/yst_prominent_words?post=1565"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}