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Tag Management

Managing deal tags in the internal CRM (customer relationship management system)

Master the tag management system in the LEADTEX chat bot builder to create a personalized user experience.

Learn methods for automatically assigning tags to users, setting up targeted auto-mailings with filters, creating alternative main scenarios, and building step-by-step content. Find out how to use tags to create personal accounts and monitor audience engagement.

crm bot

Assigning and removing tags in the deal card

You can assign and remove tags for a deal.

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