Labels

Utilizing labels for new conversations & updating as the conversation progresses allows you to keep your pipeline organized, making follow up and tracking easier. It also allows for more detailed data on how campaigns are performing.

• Label Settings
• Label Utilization
• Sorting By Labels
• Label Recommendations

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How Does It Work?

Label Settings

1. From the hamburger menu, click on Settings

2. Scroll down to Contact Labels

• New Labels: To add a new label, click on the green + icon in the upper right-hand corner of the widget. Highlight & delete "New Label" to rename the label. Click on the white square to the left of the title to adjust the color, as desired.
• Remove Labels: Click on the X icon to the right of the label's naming convention.
• Hide Labels: Click on the eyeball icon to the right of the label's naming convention. A hidden label is indicated by a muted color palette for the entire cell.
• Sort Labels: Click, drag, and drop labels into your preferred sequence. For a single column view, you can also use the double arrow icon in the upper right-hand corner of the widget.
• Clone Labels: This allows for a streamlined way to duplicate labels from another account. To do so, click on the Clone Labels icon the upper right-hand of the widget; It resembles two sheets of paper.

Once a label is created & being utilized it is not recommended you make any further updates/edits to avoid risking your data's integrity.

Always be sure to click on the "Update" bar at the bottom to save any changes.

Lastly, if you want to get more specific in categorizing contacts/conversations, please visit Tags for more information.

Label Utilization

1. Navigate to your Inbox

2. After responding to a conversation, click on the Label column

Sorting by labels

To view conversations with a specific label, click on the topmost square icon under the Label title. Then, select the label you want to filter by.

To undo the filter and preview the full inbox again, update the label filter back to "No Label."

The general rule of thumb is one label per contact. The calendar feature is the only exception to this rule. Please visit Calendar Integration for more information.

Label Recommendations

Here are some of the most commonly used Labels from Sales Connector users:

• Friendly
• Follow - Up
• Cold
• Warm
• Hot
• Calendar Sent
• Meeting Booked
• Not A Fit
• Not Now
• No Thanks
• Reminder Follow-Up
• Moved To Email
• Competitor
• Current Client
• Referral Requested

Benefits & Value

Labels serve as essential markers to determine a contact's stage within your funnel. They also offer insights into the effectiveness of different campaigns. It's advisable to attach a label to every new conversation and update it as the conversation evolves.

Related Topics

• Settings
• Inbox Management
• Tags

For more information, contact your Admin or Account Manager.