Create and Apply Business Labels

Key Steps

1. Open the Labels Settings Area 0:00

• Navigate to Settings.

• Select Labels.

• Confirm you are in the area used to manage business labels before creating a new one.

2. Create a New Business Label 0:16

• Click Business Labels.

• Select Create Business Label.

• Enter a clear label name that matches the purpose of the tag.

  • Example: Calendar for clients who should receive calendars at year-end.

• Save the new label once the name is entered.

3. Apply the Label to a Client Record 0:28

• Go to Businesses.

• Find and open the client record you want to label.

• Locate the Label section on the client profile.

• Click the appropriate label from the available options.

• Use Tab to move through the fields if needed, then select Submit to save the change.

4. Confirm the Label Was Added 0:48

• Verify the label now appears on the client’s record.

• If the label is visible, the process is complete.

• If it does not appear, repeat the selection and submit steps to ensure the update was saved.

Cautionary Notes

• Make sure the label name is descriptive so it is easy to understand later.

• Apply labels only to the correct client records to avoid incorrect targeting.

• Always click Save after creating a label and Submit after assigning it to a client.

• If multiple users manage labels, confirm naming conventions are consistent across the team.

Tips for Efficiency

• Use simple, campaign-based label names such as Calendar, Newsletter, or Follow-Up.

• Create labels in advance for recurring tasks so they are ready when needed.

• Keep label names short and consistent to make client filtering easier.

• Batch label assignments when working through multiple client records to save time.

Link to Loom

https://loom.com/share/edc4b0b549db4c0fbe8e23c63c73cdd7