Buzzwords (Tags)¶
SalesKing recommends to force a vocabular for the tagging (buzzwording) of documents etc. Espacially for the case that many diffrent users work with the SalesKing account.
- set tags like: follow_up, a-client, b-client, payment_moral, watch etc.
use generalities / common sense buzzwords in order to effectively use the tagging (buzzwording).
- for example give tags like team-memberNAME" to be able to search all entrys of the team-member / employee with the tag-search.