Labels
Tag chats and contacts. Rachel adds some labels for you.
In Salescom: Settings > Labels
Labels tag chats and contacts so you can filter and report on them.
Built-in labels
Every workspace starts with five:
| Label | Meaning |
|---|---|
warm_lead |
A product or price was discussed and the customer is still deciding. Rachel follows up later. |
cold_lead |
General browsing, an unclear reply, or no specific product. No follow-up. |
hot_lead |
Ready to buy. Your team adds it; Rachel stops automatic follow-ups. |
sales_followup |
The customer is waiting on your team after a handoff. Removed once someone replies. |
spam |
Ads, abuse or bots. Rachel stays quiet and closes the chat. |
You can turn a built-in label off, or change its colour and description, but not rename or delete it.
Your own labels
Go to Settings > Labels and add a label with a name, colour and description. If you write a description, Rachel reads it and adds the label to chats that match. Leave the description empty to keep a label for your team only.