You can Label contacts or conversations in your Message Portal.
Labels will help you quickly identify either who a conversation was between (tech and CSR, CSR and customer, etc.) or even the status of a conversation (booked, not booked – price, etc.).
Use the table of contents to quickly scroll to specific sections of is article.
1. How to Create Labels #
First, you must create your labels in the Portal.
#1: Log in to your ServicersWeb Client Portal and navigate to the Labels Tab.
The Labels Tab can be found under Message Portal > Settings > Labels.
#2: Add New Labels
Click the +Add New purple button to create new Labels.
#3: Set Title and Color for Labels.
Enter the Label title you’d like to use in the Title text box and choose a color for the label. Use different colors for each label.
2. How to Assign Labels #
You can assign Labels to contacts or conversations in the Message Portal.
#1: Login to your Client Portal and launch the Message Portal.
Message Portal > Launch Portal
#2a: Choose a conversation to Label.
Click on a conversation on the left to open it.
#2b: Search for a contact to Label.
Click the Magnifying Glass icon and search for a contact or employee’s name.
#3: Choose a Label
Select a Lable from the Select Labels dropdown at the bottom of the Conversation Details screen.
Image coming soon!
3. Label Ideas #
You can use Labels in any way that works well for your company. Take a look at some ideas below and make them your own!
#1: Contact Types
Use labels to identify who contacts are:
- Customer
- CSR
- Technician
- Parts Department
- Billing
#2: Conversation Status
Use labels to specify the status of a conversation. This can be useful for identifying opportunities and strengths of staff members.
- Booked
- Not Booked – Price
- Not Booked – Availability
- Parts Inquiry
- Existing Customer
- Brand Not Serviced
- Out of Service Area
- Call Back
#2: Lead Type
Use labels to identify where your leads came from.
- Organic Search
- GoogleAds
- Google Map
- Repeat Customer
- Referral/Word of Mouth
- Warranty
