Health Meets Wealth Insurance asked us, “What’s the difference between tags and smart lists? I’m trying to import client lists. Should I tag them as the type of client they are or smartlist them or both?” “It is highly advisable to tag your contact list…
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Mike Mahurin Asked: “I want to simplify my contacts list going forward. If I download my current contacts and re-tag them with my new tags, will Agent CRM overwrite the old tags to the new tags when I upload the edited contact list?” The Answer:…