Method Community

Hi,

I'm new to using Method and just getting things set up.  I need to categorize my customers and leads like (retail, resellers, distributors) so I can send different emails and generate a report on them.  I'd also like to be able to categorize by industry and many other metrics.

Looks Like tags would be an easy way to do this but I'm wondering if there are limitations and if it would be better to use a custom field instead?

Thanks,

Joel.

Hi there Joel.

Either Tags or a Custom field would work fine for your purpose here. Although I would say tags would be a more robust option considering you are trying to categorize your contacts by multiple metrics.

This sounds like a great project to scope out with our Professional Services team - If you havent already had your free hour of consulting with us, I would recommend we set that up together. 

Please feel free to email us at Success@method.me or jump on our Chat referencing this post and we'll be happy to get that ball rolling.

Thanks Joel2077

-Ben