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  • Tags vs Custom Fields

    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 ...
    Posted to Method General Q & A (Forum) by Joel2077 on 02-20-2018
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