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How to Use Labels

Labels are a great way to categorize your prospects and get the best out of Buzz. Here’s how to use them.

Julia avatar
Written by Julia
Updated over a month ago

Labels are an effective tool for organizing your prospects and maximizing the efficiency of Buzz. They are especially useful when exporting your prospects. Since they remain attached to each prospect, they allow for seamless filtering and sorting, even when exporting to tools like Microsoft Excel.

In this article, we are going to explain what types of labels exist, and how to create and use them.

Start by navigating to Workspace Settings, then select Labels:

This section allows you to create new labels or modify existing ones.

To modify existing labels, simply click on 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.

You can assign a unique name, a corresponding color, and specify the label type.

Types of Labels

Buzz provides three distinct types of labels, each serving a different purpose.

Let’s explore each type and its function:

  • A profile label spans your entire Buzz profile. These labels are visible in both your Inbox and the Prospects tab.

In either tab, you can filter conversations or prospects by selecting the appropriate label filter.

  • A template label is used when creating or organizing templates in the Resources tab, allowing for easier template management.

  • A customer (Admin) label is tied to a specific customer’s workspace and is managed through the Admin panel.

Applying Labels to Prospects

To assign a label to a prospect, navigate to your Inbox, open a conversation with the desired prospect, and go to their info card. Click Labels, where you can either select an existing label or create a new one by pressing the add button.

Likewise, you can assign a label through the Prospects tab by locating the desired prospect and accessing their info card from that tab.

Keep in mind that these labels are manually created and differ from AI-powered Labels, which serve a distinct yet equally valuable function. To learn more about AI-powered Labels, or Auto Labels, please visit this article.

Applying Labels to Workspaces

To apply a label to a workspace, head to your Admin panel, choose a desired workspace by typing its name into the search bar and click on it. From there, select Update labels.

Then, choose a label from the list or click on the small icon in the right corner to create a new one.

If you have any questions regarding the use of Labels, do not hesitate to contact our Customer Support team.

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