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Tags

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Last updated 1 year ago

Tags allow you to label companies in your dataset based on the filters. It is a commonly used feature to segment companies, create audience or tag them with suggested messaging.

To set up your Tags navigate to Companies page in GoodFit app, select your filters and click "Create new tag".

Notes

  • You can set as complex filters as required using Groups & OR statements.

  • All talk tracks are calculated dynamically, it means that whenever there's a change to account's data point we will evaluate whether it falls under any of the existing talk tracks.

  • You can sync talk tracks to your CRM (it's a multipicklist property).

  • We see talk track used most effectively when they map to your sequences / value propositions. It allows sales reps to quickly evaluate what's the best messaging for each account.

You can use talk tracks in - it's a great way to summarise some data points.

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