Labels

What are labels?

Labels can be very useful to sort your leads and data. With labels, you can work more efficiently on your leads.

You can create and edit your labels by navigating to “Labels” under the gear icon in the top right corner. Here you will find a list of all your labels.

Creating a Label

You can edit an existing label by clicking the label, or you can click on “+ New label” to create a new one.

Name your label

Choose a name that is clear to understand. Examples of labels could be “Business Lead”, “Existing Client”, “To Call”, “Spam”, etc.

Storage

“Storage” is optional and will generally only be used by advanced users.

Weight

When using a score model, you can enter a value between 0 and 100 here to give the label a score.

Background color

Choose a color for your label; for example, using similar colors for grouped labels can be useful.

Label group

The system will make sure that a lead can only have one label per group. For example, a label group could be called “Regions” and include the labels “North”, “East”, West”, “South”. The lead can only have one of these labels. You cannot have “North” and “East”; you would have to add a new label for “North-East”.

Permissions group

The label will only be visible for people who are a member of the selected group.

Edit permissions

Only members of the selected group are able to add or remove this label.

Visible permission

This label is only visible to members of the selected group.

Hidden

By checking this box, you do not delete the label, but hide it. The label is still active and can still be used, but it is hidden from selections.

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