Blue Water Spa - www.bluewaterspany.com - 🔴 SEO client 🔴 - IA

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Question about GHL

Assigned to
Isaac Klausnser, Medstar Isaac K.
Notes
Isaac Klausnser, Medstar Isaac is there a way to tag leads in this client's account so that we know who is a recurring client and who only came in once to their medical spa? would we have to cross-check with their crm?

Thanks!

Comments & Events

Isaac Klausnser, Medstar
Ivonne Ackerman, Medstar Ivonne - Yes. If their other CRM has the recurring data (phone and email). We can do a import in GHL and it will add a tag "recurring" to all the ones it found in the GHL contacts and will also add the new contacts ones that it couldn't find with the same tag.
Alyssa Workman, Medstar
Alyssa Workman completed this to-do.