How to Make Changes After the Fact to Your Contacts

Have you ever had a situation where you're plugging along part way through a project or implementing a strategy and then wished you had done something, like apply a tag, or update a field? In this video I walk you through a real life scenario where I decided 8 months into the year, I would like to know all the people I had met with through a specific calendar. I walk through how I find this information in reporting and then how I was able to update all my contacts to reflect that we've had this specific type of meeting. So, we covered a little about CRMs, tagging, reporting, and updating contacts via an import.