In this episode, Sally is diving into one of the most overlooked but powerful tools in your CRM—tags. Sally shares her signature Omni Way Tagging System, the exact framework used inside OmniSAM to organize automations, track client behavior, and keep your database clean and scalable. You'll learn the six core tag types every business should use, how to name and manage them effectively, and why setting up smart tag conventions now saves you time and stress later. Plus, Sally shares a hot-off-the-presses update inside OmniSAM: a new QR code generator that makes networking easier than ever. Whether you're new to automation or looking to streamline your setup, this episode will help you get organized and use your CRM like a pro.

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