You don’t need a complex pipeline to stay organized. Tags can create lightweight workflows that keep you moving.
1. Create status tags
Examples:
- “New Lead”
- “Contacted”
- “Waiting”
- “Ready to Close”
2. Move contacts through stages
Update the tag as the relationship progresses.
3. Combine tags with follow‑ups
Example workflow:
- Tag: Contacted
- Add a follow‑up for next week
- When complete, change tag to Waiting
This gives you a simple, visual workflow without the complexity of a full CRM pipeline.