Hey there! Welcome to your quick guide on using custom lead labels with Stamina.io.
Think of labels as little tags that help you keep your leads neat and tidy. Whether youâre marking them as âNew,â âFollow Up,â or even by industry like âTechâ or âHealth,â labels make it super easy to find exactly what you need.
Letâs dive into how you can add and manage these labels:
1. Log In and Head to Your Dashboard
First things firstâlog in to your Stamina.io account. Once youâre in, youâll see your dashboard with a list of all your leads.
2. Pick the Lead You Want to Tag
Scroll through your list and click on the lead youâd like to label. This opens up all the details about that lead.
3. Add Your Custom Label
Inside the leadâs details, youâll find a spot for labels or tags. Click on that area, type in the word or phrase you want (like âHot Prospectâ or âNeeds Follow-Upâ), and hit Enter or Save. Itâs really that simple!
4. Stay Organized with Filters
Once your leads have labels, you can quickly sort and filter them. For example, click on the âNeeds Follow-Upâ label, and Stamina.io will show only those leads. This helps you focus on what matters most without any extra hassle.
5. Edit or Remove Labels Anytime
Changed your mind? No problem! Just click on an existing label to edit it, or remove it if itâs no longer useful. Keeping your labels up-to-date makes managing your leads even smoother.
Thatâs all there is to it! Using custom lead labels on Stamina.io is a great way to keep your sales pipeline organized and make sure nothing slips through the cracks.
If you have any questions or need a hand with anything, feel free to reach out. We're here to help you every step of the way!
Happy organizing!