Overview
Labels in SweepBright are a powerful way to categorize and filter your contacts, making it easier to manage and engage with both Leads and Owners. This article will guide you through creating, managing, and using labels effectively.
Creating Labels
Only Company Admins can create new labels. Here’s how:
On the Web App, navigate to SweepBright → Company → Labels
Add, Remove, or Rename Labels:
Click on “Add Label” to create a new label.
Click on an existing label to rename or delete it.
Character Limit and Emojis:
Each label can have a maximum of 50 characters.
Labels can contain emojis! 😀 Tip: simply copy-paste emojis from websites like emojipedia.org.
Managing and Using Labels
On the Web App
From the Contacts List:
Click the three dots “…” next to a contact.
Select Edit Labels to add or remove labels.
From a Contact’s Profile:
Open a contact.
Click the three dots “…” and select Edit Labels.
On the Mobile App
Open a Contact:
Tap the three dots “…” in the contact’s menu.
Select Edit Labels to add or remove labels.
Applicability
Labels can be applied to both Owners and Leads.
Filtering Contacts by Labels
In the Contacts View
Open the Contacts list.
Use the filter option to select one or more labels.
In the Property → Match View
Navigate to the Property view.
Go to the Match section and use the filter option to select labels.
Combining Multiple Labels
You can filter on multiple labels simultaneously, allowing you to combine labels to create a customized system for managing your contacts.
Default Labels
Pre-filled Default Labels:
Hot 🔥
Cold 🥶
Investor 🤑
Problematic 🚫
Follow up 🔄
⭐️
❤️
Customizing Default Labels:
You can delete or rename these default labels.
Create entirely new labels to suit your specific needs.
Future Features
Stay tuned for label automations with Zapier, which will allow even more advanced uses for labels in your workflow.