Custom lead labels help you categorize and prioritize leads based on their responses and intent. Available to Hyper Growth or above plans.
This guide covers creating, managing, and using custom labels to organize your leads.
Note: Only positive custom labels count as opportunities.
Creating Custom Lead Labels
Create Labels from Unibox
Go to Unibox
Click on lead's email conversation
Find "Lead Status" dropdown in the conversation view
Click "Create Label"
Enter label name and description
Use AI: Enable this to allow AI to automatically apply this label to incoming replies. The AI reads the label description and uses it to determine whether a reply matches the label criteria.
Choose interest status(Interest status can't be changed once the label is created)
Positive
Neutral
Negative
Click "Create"
Create Labels from Account Settings
Go to Account Settings
Click "Lead Labels" tab
Click "Create New" button
Enter label name and description
Use AI: Enable this to allow AI to automatically apply this label to incoming replies. The AI reads the label description and uses it to determine whether a reply matches the label criteria.
Choose interest status(Interest status can't be changed once the label is created)
Positive
Neutral
Negative
Click "Create"
Using Custom Labels in Unibox
Use the Status filter in the left sidebar to filter conversations by the lead status.
Managing Custom Labels
Editing Existing Labels
Go to Account Settings
Click "Lead Labels" tab
Find label to edit
Click the "Pencil" icon next to the label
Edit name or description
Interest status can't be changed once the label is created
Click "Update" to save changes
Deleting Labels
Click "Trash" icon next to label
Select a new label to reassign leads
Click "Delete Lead Label"
Label removed from system
Reassigned leads now have a new label
You can only delete custom labels or statuses that you've created. Built-in system status cannot be deleted.
