This guide shows how Tags and Custom Fields are used in real FranFlow workflows so you can apply them confidently.
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👉 New to this? Read:
Tags vs Custom Fields
How to Create & Manage Them
Example 1: New Lead Intake
What Happens
A lead fills out a form.
Custom Fields
Investment = $150K–$250K
Desired Market = Phoenix
Decision Time Frame = 3–6 months
Tags Applied
New Lead
Form Submitted
👉 Fields = store data
👉 Tags = track action
Example 2: Discovery Call Booked
What Happens
Candidate schedules a call.
Tags Applied
Booked Intro Call
Custom Fields Updated (Optional)
Decision Stage = Early Exploration
👉 Tag = action
👉 Field = qualification context
Example 3: No Show
What Happens
Candidate misses a call.
Tag Applied
No Show
Workflow Trigger
Sends reschedule message
Moves opportunity stage
👉 Tags drive automation
Example 4: High-Quality Candidate
What Happens
Candidate meets financial criteria.
Custom Fields
Liquid Capital = $300K
Net Worth = $750K
Tag Applied
High Capital Candidate
👉 Field = data
👉 Tag = quick identification
Example 5: Long-Term Nurture
What Happens
Candidate isn’t ready yet.
Custom Field
Decision Time Frame = 12+ months
Tag Applied
Long-Term Nurture
👉 Tag helps segment messaging
Example 6: Brand Exploration
What Happens
Candidate reviews multiple brands.
Custom Fields
Brand Interest = Multiple
Tags
Submitted to Brand
In Presentation Phase
How This Powers Your System
When used correctly:
✔ Workflows trigger correctly
✔ Contacts are easy to filter
✔ Pipeline stays organized
✔ Communication stays relevant
Common Patterns You’ll See
Tags = Movement
New Lead
Engaged
No Show
Re-engaged
Fields = Qualification
Financials
Timeline
Market
Experience
Final Takeaway
👉 Tags move people through your system
👉 Fields define who they are