Q: How are you using the color feature? We currently employ a very simple tag system, but interested how you use the color feature.
Answers from several users:
A: The A/B/C/D is another way to group contacts in a broad/general context. We have found many agents/brokers/coaches use this method (and all have subtle differences in how they define these groups). The tagging system allows for a more robust, granular, self-defined categorization (and the tagging system can be used to trigger items in workflows).
A: A= Top 100 contacts who would most easily/have before recommended agent
B= Anyone who has purchased or sold a property with the agent
C= A lead
D= A Business contact/Administrative contact
A: A = Customers that I have done multiple (more than 3) transactions with and people who refer me the most business
B = Anyone that I have done at least 1 transaction with
C = General Contacts & Leads
D = Anyone that I do not want to do business with again
A: It can be used how ever you want. Most users subscribe to a trainers definitions:
A=Clients that you have had Multiple Deals/Multiple Referrals
B=Clients that you've done at least one deal or referral
C=Clients you want to do a deal with but not yet
D=Those Clients you did a deal with and don't want to go through that type of Hell again...
A: A = Would recommend the agent to others
B = Have been a buyer or seller of the agent
C = Leads/potential clients
D = Business directory contacts, other realtors, lawyers