Tags, Categories, & CRM Setup

Article giving definitions and overview of tags, categories, and custom fields:

Tags vs. Categories vs. Custom Fields

List of the tags I use in my CRM

Association

Corporate

Canadian Event

College

Corporate

Education

Highly Desired

International

Las Vegas Event

Multiple Events

Digital Campaign – No Address

No budget

Past client

Speaking Colleague

Thematic Fit

Client

Youth Conference

School

Custom Fields
List of the custom fields I use in Insightly (for leads)

Group: Social Media

Twitter Url Field
LinkedIn Url Field
Facebook Url Field

Group: Event Details

Event Title Text Field
Event Month(s) Text Field
Event Start Date Date Field
Event City, State Text Field

Group: Contact Information

Photo URL Text Field
Contact Form URL Url Field

Opportunity States
Complete this checklist prior to moving forward to the next lesson.
Abandoned
Turned down, not good fit

Abandoned
Turned down, no budget

Abandoned
Turned down, date unavailable

Lost
Unknown/Lost Contact

Lost
Chose other speaker

Lost
Doesn’t have budget

Won
Passive Source

Won
1st prong

Won
2nd prong

Won
3rd prong

Won
4th prong

Won
5th prong

Won
6th prong

Won
7th prong

(*Prong denotes which step of the 7-step marketing campaign the client came from)