Currently, we have to do
- If Company A has ‘Company Tag A’ , then tag Person with ‘Company Tag A’ and tag Conversation with ‘Company Tag A’
- If Company B has ‘Company Tag B’ , then tag Person with ‘Company Tag B’ and tag Conversation with ‘Company Tag B’
- If Company C has ‘Company Tag C’ , then tag Person with ‘Company Tag C’ and tag Conversation with ‘Company Tag C’
Etc etc etc, and with over 50 clients, that requires an immense amount of work. Plus, the need to go back in every time we have a new client and it’s becoming incredibly messy.
Ideally, just setting up one step in a Workflow
- If Company [X] has ‘Company Tag [X]’ , then tag Person with ‘Company Tag [X]’ and tag Conversation with ‘Company Tag [X]’