Tags and Custom Fields: Tags Assigned: Utilize tags to categorize contacts based on their behaviors or attributes. Custom Fields: These fields allow for the collection and storage of specific information tailored to your needs. Examples of Custom Fields: Age: Record and segment contacts by age. Birthday: Track birthdays for personalized marketing or outreach. Pipeline Stage: Monitor where each contact is within the sales process. Pipeline Status: Identify the current status of contacts within the pipeline. Identifying Contacts Based On: Email Presence: Find contacts who either have or lack an email address. Interest Area: Target contacts with particular interests inferred from their purchase history. Survey/Form Responses: Filter contacts based on how they have responded to specific forms or surveys. Common Use Cases Tag(s) Applied Custom Field(s) Age Birthday Pipeline Stage Pipeline Status Finding contacts that Do or don't have an email address Have a particular area of interest based on past purchases Have replied to a form or survey a particular way