Labels are an effective tool for organizing your prospects and enhancing the efficiency of OttoMatey. They are especially useful when exporting prospects, as they remain attached to each prospect, allowing for seamless filtering and sorting, even when exporting to tools like Microsoft Excel.
Getting Started with Labels
To begin, navigate to Workspace Settings and select Labels:
This section allows you to create new labels or modify existing ones.
To modify an existing label, click the three-dot button and choose to either edit the label or delete it.
To create a new label, press the + Create Label button in the upper-right corner.
Assign a unique name, corresponding color, and specify the label type.
Types of Labels
OttoMatey provides three distinct types of labels, each with its specific purpose:
Profile Labels
These labels span your entire OttoMatey profile and are visible in both your Inbox and Prospects tabs.
You can filter conversations or prospects by selecting the appropriate label filter.
Template Labels
Used to organize templates in the Resources tab, making template management easier.
Customer (Admin) Labels
These labels are tied to a specific customer’s workspace and are managed through the Admin panel.
Applying Labels to Prospects
In the Inbox:
Open a conversation with the desired prospect.
Go to their info card and click Labels.
Select an existing label or create a new one by pressing the Add button.
In the Prospects Tab:
Locate the desired prospect and access their info card to assign a label.
Note:
Manual labels are different from AI-powered Labels (or Auto Labels), which are automatically assigned based on specific criteria. To learn more about Auto Labels, please refer to the dedicated article.
Applying Labels to Workspaces
Navigate to the Admin Panel and locate the desired workspace by typing its name into the search bar.
Click on the workspace, then select Update Labels.
Choose a label from the list or click the small icon in the upper-right corner to create a new one.
If you have any questions or need assistance with labels, feel free to contact our Customer Support team.