Zendesk Sell provides you with a number of ways to organize and view your data. To more effectively evaluate your Sell data it's important to understand the differences between using tags and custom fields in your leads, contacts, and deals.
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 some 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 the contacts that contain that tag.
You can add tags to leads, contacts, prospects and customers, and deals. The tags you create are also available as filter options in your reports.
When to use custom fields
Similar to tags, you can also use custom fields for filtering. However, they differ from tags in that you use custom fields to store data. Tags are invariable (the premium tag applied to any number of customers), whereas you use custom fields 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 generally specific to a contact, lead, or deal.
For more information about adding or deleting custom fields, see Creating and managing custom fields.