CRM Contact Management: Fields, Tags & Data Hygiene
Organize CRM contacts without creating an unmaintainable field and tag system.
Use fields for durable facts
Store information that needs consistent reporting or segmentation in structured fields.
Use tags deliberately
Tags can mark temporary states, sources or operational groupings, but uncontrolled tags quickly become ambiguous.
Deduplication and identity
Choose how the system identifies duplicate people and document merge rules before importing large datasets.
Data hygiene
Remove obsolete fields, normalize critical values and make ownership of data quality part of routine CRM operations.