A clean tagging system keeps your CRM simple and powerful.
1. Keep tags short
Use 1–2 words whenever possible.
2. Avoid duplicates
Examples of duplicates to avoid:
- “Client” and “Clients”
- “Follow Up” and “Follow-Up”
Pick one style and stick to it.
3. Use consistent naming
Choose a format:
- All lowercase
- Title Case
- Short codes
Consistency makes filtering easier.
4. Don’t over-tag
More tags ≠ more clarity. Use only what you need.
5. Review tags monthly
Delete or merge tags that no longer serve a purpose.