Tagging Magic: Using the CRM, Tasks, and Contract Builder Together

Hello breeders and dog lovers! Today, we're diving into a world where organization meets magic. If you've been using our app, you know about the CRM, tasks, and the contract builder. But do you know how to use them together? 🤔 Let's find out!

What's the Big Idea?

Our app has three big tools:

• CRM (Customer Relationship Manager): This is where we keep all our contact info. Think of it as your address book, but supercharged. 🚀
• Tasks: These are things you need to do, like calling someone or giving a dog its medicine.
• Contract Builder: When you're selling a puppy, you need a contract. This tool helps you make one. 📜

Now, let's make them work together with tags!

CRM and Tasks - Best Friends Forever!

1. Follow-Ups: Let's say you met someone interested in buying a Golden Retriever puppy. In the CRM, you add them and note that you met them on Instagram. Now, create a task tagged "GoldenRetriever-FollowUp" to remind you to message them in 3 days.

2. Counting Touches: Every time you talk to someone, it's a "touch." The more touches, the more they trust you. If you've talked to Mr. Smith 4 times, maybe on the 5th time, he's ready to buy! Use a tag like "Smith-4Touches" so you remember.

3. Sales Pitch Ready: After a few touches, it's time to talk business. Create a task like "Pitch-SiberianHusky" to remind you to tell them about your lovely Siberian Huskies.

Contract Builder - The Star 🌟

1. Different Puppies, Different Contracts: Maybe your Golden Retrievers have a different price than your Huskies. Use tags like "Contract-GoldenRetriever" and "Contract-Husky" to quickly find the right one.

2. Special Deals: Sometimes, you might give a discount or add some toys with the puppy. Create a contract tagged "SpecialDeal" for these.

3. Customize with Tags: Remember, you can make a contract for each situation. Want a contract just for people you met at dog shows? Tag it "DogShow-Contract"!

Tips to Make the Most of It!

1. Use Simple Tags: Make tags easy to remember. "GR-FollowUp" is quicker than "GoldenRetrieverFollowUpToday." Keep it short and sweet. 🍭

2. Color-Coding: Our app lets you color your tags. Maybe blue for Huskies and gold for Golden Retrievers?

3. Update Often: Every time you talk to someone or change something, update your CRM and tasks. It helps, trust us!

Unique Ideas for You 🎁

1. Birthday Wishes: Did a puppy buyer have a birthday? Create a task to wish them. Tag it "Bday-Wish." It's a nice touch!

2. Training Tips: If someone buys a puppy, they might want training tips. Create a task tagged "TrainingTip" to send them advice in a week.

3. Contracts for Friends: Maybe you give special deals to friends. Have a contract tagged "FriendsOnly" ready.

Ending Notes

Our app is like a big toy box. 🎲 The more you play, the more fun ways you find to use it. The CRM, tasks, and contract builder are powerful alone, but together? They're like a superhero team!

Remember, tags help you find things fast. Use them wisely. And always, always, make sure you're having fun. After all, it's all about love—for dogs and for the people who want to give them homes. 🏡🐾