You also can combine them in searches.
By Jassen Bowman
Tax Resolution Systems
Most CRM systems rely heavily on using tags for group and categorizing contacts.
MORE ON TAX RESOLUTION: 10 Steps to Setting Up Direct Mail | Use 24-Hour Lines for Leads | Measure Your Business Metrics | Checklists for Tax Resolution Sales | Overcome Objections in 7 Steps | How to Reactivate Lost Clients
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The following is one suggested system for organizing and tagging your contacts. Modify this to meet your own needs and practice goals.
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