Using Labels to Categorize Prospects:Filtering Prospects Using Labels:Common Questions:
OttoMatey provides intuitive features like color coding and labels to help users manage their prospects with ease. This guide will explain the significance of each color code and demonstrate how to effectively use labels to categorize and filter prospects.
💡 TIP: Regularly updating and categorizing your prospects using color codes and labels can significantly streamline your outreach efforts and improve campaign efficiency.
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Color codes provide a quick visual representation of a prospect's status. Here's what each color signifies:
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Using Labels to Categorize Prospects:
- ### Accessing the Inbox:
- Navigate to your home dashboard and click on the "Inbox" option from the menu panel on the left-hand side.
- ### Labeling a Prospect:
- Click on the desired prospect.
- Choose “Add Label” located beneath the prospect’s name on the right-hand side.
- ### Selecting or Creating a Label:
- A dropdown menu will appear, showcasing all previously created labels.
- To create a new label, click on “Create New Label” at the bottom.
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Filtering Prospects Using Labels:
Labels can be instrumental in distinguishing between different prospects for various campaigns. To optimize your workflow:
- Use labels to differentiate between leads, customers, and other categories.
- When exporting prospects, labels remain attached, allowing for easy filtering and sorting in tools like Microsoft Excel.
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Common Questions:
Q: Can I assign multiple labels to a single prospect?
Answer: Yes, you can assign multiple labels to a prospect, allowing for more detailed categorization and filtering.
Q: How do I edit or delete a label?
Answer: To edit or delete a label, navigate to the label management section in the settings. From there, you can modify or remove existing labels as needed.
💡Tip: Consistently review and update your labels to reflect the current status and categorization of your prospects. This ensures that your outreach efforts are always targeted and efficient.
Updated on: 08/07/2024
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