Zendesk Sell provides you a number of ways to organize and view your data. In this article we take a quick look at the differences between using tags and using custom fields in your leads, contacts, and deals to more effectively evaluate your Sell data.
This article covers the following topics:
Best uses for tags
Tagging is very useful when you need something to quickly filter your contacts. For example, if you have contacts that you consider more important than other contacts, you can add a tag such as ‘premium’ to their profiles. You can then select this tag as a filter option and display only those contacts that contain that tag.
Tags can be added to leads, contacts, prospects and customers, and deals.
Your tags are also available as filter options in your reports.
You can also search your tags using global search (see Searching the data in your Sell account).
For more information about adding and managing tags, see Using tags in leads, contacts, and deals.
When to use custom fields
Like tags, custom fields can also be used as filtering options. However, they differ from tags in that custom fields are used to store data. Whereas tags are invariable (the premium tag applied to any number of customers), custom fields are used to store variable data such as contact numbers and any other additional information you want to capture. The data you collect using custom fields is most likely more specific to a contact or lead or deal.
For more information about adding or deleting custom fields, see Creating and managing custom fields.