How to add Labels to Visitors

Labels are used to organize your visits. Is the visitor a supplier, co-worker, customer or perhaps a competitor? Use labels to remove certain visits from your Most Interesting segment, or tag them based on actions. Use our standard labels, or compose your own. 

Note: Labelling is only possible when the visitor has been identified with an organization or as a contact.

How to set a label

1

Navigate to Insights, and press the visit that you want to add a label to. 
Note: Labelling can also be done in the People section, but only for contacts.

2

Press "Person" if you want to add the label to the specific contact, or "Organization" if you want to label every visitor from this Organization. 

3

In the Label field, choose a label from the preset options, or write your own. Press "Save labels"

4

The label will now appear on the visit in the Insights- and People view.
Our preset labels will show as icons, and custom labels will be written out in full.

Here's a register of the preset labels
Chat
Coworker
Customer
Partner
Prospect
Competitor
Supplier
Hot
Uninteresting
Internet Service Provider
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