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Organize

Label conversations

Tag conversations and people with labels, work each label as its own list, and manage your labels in Settings.

Add or remove labels

  1. Open or select a conversation and press L. You can also use Apply labels on a row, or Edit labels in the contact panel (Add label when there are none). Apply labels opens.
    The Apply labels dialog with a search field, Lead checked, and other labels such as Investor and Candidate.
  2. Type in Search or create labels to find a label. Enter checks or unchecks it (Space does too while the field is empty). If no label matches, you're offered to create one with that name (up to 40 characters).
  3. Choose Apply (Ctrl+Enter). Cancel, or Close without applying (Esc), leaves the labels as they were. A message says what changed, with Undo.

To take every label off a conversation, press Shift+L. In the contact panel, the × beside a label removes just that one.

Work a label as a list

Every label is a list under Labels in the sidebar, with a count. The starter labels (Lead, Hot lead, Customer, Friend, Investor and Candidate) wait in Organize until you show them; a label you create shows at once. Press G then L to jump to your labels. A label covers conversations and people, so a person you label in People shows up here too.

Manage labels

  1. Go to Settings → Labels. Each row shows how many conversations and people have that label.
    Settings, Labels: each label with its icon, colour, number of conversations and people, and buttons to edit or delete it.
  2. New label creates one. Each row has buttons to change its icon and colour, Edit it, or Delete it.
  3. To reorder labels, drag the handle, or press Alt+↑ or Alt+↓.
  4. Give a label a Description: who or what it's for, and how to tell. Sort with AI suggests a label only when what you wrote fits.

Deleting a label removes it from every conversation and person that has it. The conversations themselves stay.

The labels you start with

Your account starts with six labels: Lead, Hot lead, Customer, Friend, Investor and Candidate, each with a description that Sort with AI follows. Rename, recolour, describe or delete them like any label.

If something goes wrong

  • "We couldn't change the labels. Check your connection and try again." Your change wasn't saved. Check your internet connection and apply the labels again.
  • "This label doesn't exist anymore." The label was deleted. Pick another under Labels in the sidebar.

Related

Still stuck? Email support@gobokka.com and say what you were trying to do.