How are notes, tags, and segmentation used?

Leads and customers can carry notes (free text context), tags (labels for grouping), and be organized via segmentation. Tags and segments let the business slice its customer base — by interest, value, status, or any label scheme — which feeds targeted marketing and focused follow-up. Notes capture the qualitative context that structured fields don't. Together they make the CRM data…

Leads and customers can carry notes (free text context), tags (labels for grouping), and be organized via segmentation. Tags and segments let the business slice its customer base — by interest, value, status, or any label scheme — which feeds targeted marketing and focused follow-up. Notes capture the qualitative context that structured fields don't. Together they make the CRM data both organized (tags/segments) and richly contextual (notes).