Tagging

Bonzo tags are labels you can attach to your contact records. They act like keywords, letting you categorize and group similar data points. Contacts in your People tab can have multiple tags, allowing you to categorize them base on your specific needs. Ultimately, tags are a powerful tool for organization giving you the ability to quickly navigate your database and take action.

1. The simplest method to create tags in your People tab is use the "Manage Tags" icon from the quick action toolbar. To create a new tag, type it into the field, select it (indicated by a black checkmark), and click update.

   

    

    

2. Adding or removing tags for individual contacts is also straightforward—simply navigate to a contact's record, scroll down on the right-hand side, and click the plus or x next to the respective tag.

   

    

    

3. When editing a Pipeline stage, you are able to establish an automation that tags contacts when they enter the pipeline stage. Simply click on the three vertical dots or breadcrumbs next to the pipeline stage, then click "edit." In this new vertical view of the pipeline stages, click on the pencil icon and you will see the Tags dropdown.

   

    

   Remember to hit "Update" after creating a new tag or selecting an existing tag. It's important to note that Bonzo will not automatically remove or replace tags. If a contact already has a "Pre-Approved" tag and then gets another tag when entering the "Loan Set-up" stage, both tags will remain on the contact until they are manually removed.

    

4. Lastly, you can add tags on import from a CSV file or from an external CRM (HubSpot & Pipedrive) before contacts are brought over into your Bonzo account. This ability is found in "Step 3 - Adjust your settings" during the import process.

   

    

   It's important to note, this tag will be applied to all contacts during the import process and cannot be assigned individually to specific records using this method.

Filtering

Bonzo's Filter tool is a powerful feature designed to help you navigate your database swiftly and efficiently.

1. To access it, simply go to your People tab and click on the "Filters" option at the top right. Here, you'll find a range of quick filters corresponding to columns in your People tab, such as campaigns, tags, and status.

   

    

    

2. For more precise filtering, you can click on "Advanced Filters." In the Advanced Filters section, you can add new filters by specifying the column, condition, and value criteria.

   

    

   Bonzo offers extensive options for filtering based on various data points, empowering you to tailor your search precisely to your needs. For example, you can filter contacts by interest rate, state, loan type, or lead source, among other criteria.

3. Once you've set your filters, Bonzo will immediately pull up contact records that meet your specified conditions.

4. You can further refine your search by adding multiple conditions to narrow down your results.

   

    

   Additionally, you can create custom lists and pin these views to the nav bar for quick access (outlined further in the section below).

Custom Lists

Creating Custom Lists in the People tab is a simple yet powerful way to optimize your data organization and streamline your workflow. By pinning multiple lists to your navigation bar, you can easily access the specific sets of contacts you need, saving you valuable time and energy.

1. To create a Custom List, start by filtering your data based on your requirements using either the quick filters or advanced filters.

2. Once you've narrowed down your contact records to the desired criteria, select "Save as new view" from the top right corner of your filter screen. Give your list a descriptive name and decide whether you want to sync it with Bonzo Ads Manager, keeping in mind that this requires a minimum of 300 contacts.

3. Click "Create" to generate the list, and it will appear at the top of your navigation bar.

4. You can further enhance accessibility by pinning the custom list to the navigation bar, ensuring it remains visible even when navigating away from the People tab. Simply, click “More” in your navigation bar, click the three dots next to the list you’d like to pin, and select “Pin.”

   

    

   It's important to note that once you've created a custom list, you can take action on individual contacts or the entire group using the quick action toolbar, enabling efficient management of your contacts.

Leveraging Bonzo's tag, filter, and custom lists features allows you to categorize and group contacts efficiently, making it easier to navigate your database and take targeted actions.

Note: To learn more about the People Tab, click on the link below:
People: General Overview