Using Labels to Group your Contacts

Adding “Labels” to your leads and agents allows a quick and easy way to segment and filter your data and is a great way to add custom segmentation options not covered under Advanced Search.

Applying Labels to Leads/Agents

From the Recruiting or Retention module, select a lead or agent to open their profile. Just below the top action bar, click Add New Label next to Type a Label Name. You can either select an existing label that appears with the auto-complete function or create a new label.

Note: Type a Label Name and Add New Label are accessible from both the lead and agent profile screens.

Bulk Actions with Labels

• When you need to find your leads, select the proper label in the Label filter in the Advanced Search.

• You can add labels or remove labels in bulk with the bulk action Add Label to Leads/Agents or Remove Labels from Leads/Agents

• To perform other bulk actions on this group, simply Select All, and you can Send Email, Add Notes, Add to Smart Campaigns, and Add Tasks.

Updating Your Labels 

• By navigating to Labels you will go to the following screen where you can update your labels

Navigating to Labels in your user profile menu above will take you to the screen below where you can perform the highlighted actions.