How do I add Labels on the website?

RapidFunnel offers 2 types of Labels:

• Company created Labels - available for all users
• Personal Labels - created by users for their contacts, available to them only

There are two ways to create Labels:

Option A

• Log in to your account on the website (not available on the App yet)
• Go to Labels
• Click the Create New Label on the right-hand side

• Create a Label Name and Description

• Click the Save button.

• All User created Labels will appear on the "Labels table." After the label is used once, it will be available to use for other contacts
  • Edit Labels - click the pen & paper icon on the Action column
  • Delete Labels - click the trash bin icon on the Action column

Note: If you delete a Label that is used by a contact, the system will not allow that label to be deleted until it has been removed from all contacts. You will also get the message below. To learn how to search for Contacts with specific labels, please scroll down to the bottom of this article:

Option B

• Log into your account
  
• Go to Contacts
• Select a contact you want to update
• On the Edit Contact page, you can either:
  • A. Type on the Label field to create the new label
  • B. Click the '+Label' button. A window will come up where you can add the new label.
• Click the Save button.

The system will add it to that contact and save it in the 'Labels Table' automatically. After the label is used once, it will be available to use for other contacts by that user ONLY. 

Personal Labels will only be seen by the account user who created the label. All account users will still have access to the "Common Labels" created by the Company Administrator. 

How to search for Contacts with Labels:

In order to sort or search contacts by the labels created, you need to use the Advanced Search option:

1. Click the Field box and select Label
2. Click the Value box and select a Label you wish to search
3. The results will be displayed in the dashboard below