Wagos CRM Partner Tagging
Auto-tag the parent Company as Prospect/Customer and by software-in-use, and push CRM company data onto the parent Company on Won.
Version: 19.0.1.1.0
CRM
Wagos CRM Partner Tagging
Turn your CRM pipeline into clean, segmented marketing lists — automatically
Automatically tag the parent Company as Prospect or Customer and propagate software-in-use tags, so your email-marketing lists stay populated without manual upkeep.
Key Features
- Prospect → Customer: an active opportunity tags the parent Company as Prospect; winning the deal swaps it to Customer.
- Software-in-use tags: on Won, CRM tags land on the parent Company as contact tags, matched by name or an explicit per-tag mapping.
- Company data in the right place: on Won, address, website and company name fill the parent Company (never overwriting existing values).
- One-click backfill: tag your entire existing pipeline in a single, re-runnable pass.
- Pairs with dynamic mailing lists filtered on contact tags to keep “All Customers”, “Odoo Clients” or “Prospects” lists current.