You can Label contacts or conversations in your Message Portal.
Labels will help you quickly identify either who a conversation was between (tech and CSR, CSR and customer, etc.) or even the status of a conversation (booked, not booked – price, etc.).
Use the table of contents on the right to quickly scroll to specific sections of is article.
1. How to Create Labels
First, you must create your labels in the Portal.
#1: Log in to your ServicersWeb Client Portal and navigate to the Labels Tab.
The Labels Tab can be found under Message Portal > Settings > Labels.
#2: Add New Labels
Click the +Add New purple button to create new Labels.
#3: Set Title and Color for Labels.
Enter the Label title you’d like to use in the Title text box and choose a color for the label. Use different colors for each label.
1. How to Assign Labels
You can assign Labels to contacts or conversations in the Message Portal.
#1: Login to your Client Portal and launch the Message Portal.
Message Portal > Launch Portal
#2a: Choose a conversation to Label.
Click on a conversation on the left to open it.
#2b: Search for a contact to Label.
Click the Magnifying Glass icon and search for a contact or employee’s name.
#3: Choose a Label
Select a Lable from the Select Labels dropdown at the bottom of the Conversation Details screen.
Image coming soon!
2. Label Ideas
You can use Labels in any way that works well for your company. Take a look at some ideas below and make them your own!
#1: Contact Types
Use labels to identify who contacts are:
#2: Conversation Status
Use labels to specify the status of a conversation. This can be useful for identifying opportunities and strengths of staff members.
#2: Lead Type
Use labels to identify where your leads came from.