Hey there! π
Start at the Smart Inbox π¬
Navigate to your Messages section (Smart Inbox) and pick a conversation youβd like to label. You're on your way to seamless organization!
Label It Up π·οΈ
Hit the 'labels' option, and a dropdown menu with various filters will pop up. Choose from predefined labels like 'Interested', 'Not Interested', 'Hot Lead', 'Booked Meeting', 'Follow Up', 'SPAM', and 'Wants to chat.'
Personalize Your Labels π
And guess what? Now you can edit these labels to fit your needs! Tailor them to make your Simply-B2B experience uniquely yours.
Craft Your Label βοΈ
Click on "+", choose a name and color for your label, and there you go! Customization at its best.
Embrace the Power of Labels π
Labels are more than just tags; they are key to streamlined processes. Connect them to webhooks and effortlessly gather data. For instance, label leads as βInterested to learn moreβ and easily create targeted databases for CRM or Google Sheets.
Expand Your Knowledge on Webhooks π
- Curious about Webhooks? Dive in here and take your Simply-B2B skills to new heights. Embrace the power of knowledge!
We hope this guide makes navigating the world of Simply-B2B chat labels fun, easy, and effective. Here's to making your Simply-B2B experience even better! π If you need help or have questions, we're always here to assist. π«β¨
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