How to add Labels to Visitors
You can use labels to organize your visits based on if they are for example hot leads, co-workers, suppliers, competition, or write your own for example "Lisas lead". The visit must be identified by the organization or the contact to get the option to tag them with a label.
How to label a visit:
- Go to Insights and click on a visit that you want to label.
- Click on "Person" if it's an identified contact, if you want to label the organization, choose organisation in the blue menu.
3. Then click "save labels"
4. You will see the label appear at the visit under Insights.