Interest Tags for capturing client needs and interests
Key Takeaway
Interest Tags are custom tags on client records that capture client needs, interests, and prospecting opportunities. Tag categories group them for reporting. Salesforce recommends building a shared dictionary with your team before you create any tags or categories.
Advisors learn a lot about clients in conversation, such as a love of sailing or curiosity about sustainable investing. Interest Tags give those details a consistent place on client records such as Person Account. Tag categories group similar tags, so the firm can report on common themes and interests across clients.
What Interest Tags are
Users add custom Interest Tags to client records to capture client needs, interests, and prospecting opportunities. The purpose is to keep each client's interests in mind during client interactions, which supports a deeper relationship.
Interest Tags are available in Lightning Experience. They are available in Enterprise, Professional, and Unlimited Editions.