Add SmartPlan Steps: Add Tags, Remove Tags
Create a SP step that either adds or removes a tag once the step has processed
9
votes
AdminMatthew Wilburn
(Product Specialist, Keller Williams Realty)
shared this idea
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LABS Team
commented
Adding feature to add a tag to contact. Numerous choices on how to use this feature. One would be to start new instances of smart plans without having to link smart plan. Another would be for adding tags for contact that attended different events.