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Using Custom Labels for Leads
Using Custom Labels for Leads
Updated over a week ago

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 you’re marking them as “New,” “Follow Up,” or even by industry like “Tech” or “Health,” labels make it super easy to find exactly what you need.

Let’s dive into how you can add and manage these labels:


1. Log In and Head to Your Dashboard

First things first—log in to your Stamina.io account. Once you’re in, you’ll 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 you’d like to label. This opens up all the details about that lead.


3. Add Your Custom Label

Inside the lead’s details, you’ll find a spot for labels or tags. Click on that area, type in the word or phrase you want (like “Hot Prospect” or “Needs Follow-Up”), and hit Enter or Save. It’s 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 “Needs Follow-Up” 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 it’s no longer useful. Keeping your labels up-to-date makes managing your leads even smoother.


That’s 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!

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