K
Kevin Hinahon
  • Tags must already exist in the system to be used as automation triggers.
  • To create a tag, users must manually add it to a contact or company, even if it's not relevant, just to initiate an automation.
  • There's no centralized place for users to view or clean up tags, leading to inconsistencies (e.g., “Not Interested” vs “Not-Interested”) that break automations.
  • This reliance on tags makes automations fragile due to human error and inconsistent tagging.