Using status labels
Organize your conversations with status labels to track your pipeline and prioritize follow-ups.
What are Status Labels?
Status labels help you categorize conversations based on where the lead is in your sales pipeline. Apply labels to quickly see which leads need attention and track your outreach progress.
Default Labels
Lead showed interest and wants to learn more.
A call or meeting has been scheduled.
Deal closed successfully.
Lead declined or isn't a fit.
Lead asked to reconnect at a later time.
Auto-reply indicating the lead is away.
How to Apply Labels
Open the conversation
Click on a conversation in your Unibox to open it.
Click the label dropdown
Look for the label selector in the conversation header or sidebar. Click to open the dropdown menu.
Select a label
Choose the appropriate label from the list. The label is applied immediately.
Using Labels Effectively
Label immediately
Apply a label right after reading a reply. This keeps your inbox organized and prevents conversations from falling through the cracks.
Filter by label
Use label filters to focus on specific groups of conversations, like all "Interested" leads that need follow-up.
Update as status changes
Change the label as the conversation progresses. Move from "Interested" to "Meeting Booked" to "Closed Won."
Track your pipeline
Use labels to get a quick overview of your pipeline health. See how many leads are at each stage.
Labels in Analytics
Your label data feeds into analytics. Track how many leads move through each stage and measure your conversion rates from "Interested" to "Meeting Booked" to "Closed Won."
Next Steps
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