MCB Tutorial – Include and Exclude Tagging

TAGGING is a great way to organize, label, and segment your full contact list inside of ANY CRM. But in MCB you can now narrow your list down EVEN MORE by searching lists that INCLUDE but also may EXCLUDE specific contact with tags! Example… want to reach out to all your new contacts you labeled as “INTERESTED” but not to the ones who you have already “EXPOSED” to a product link? Simply search for everyone with the “INTERESTED tag and exclude those who also have the “EXPOSED” tag and viola! There’s your list of hot prospects who still need a link!

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