Creating and adding inbox tags can significantly streamline your management and improve your organization. Whether you're managing a busy inbox filled with sales inquiries or client communications, using tags can help categorize and prioritize messages more efficiently.
How to Create a Tag in Interceptly?
Select "Workplace Settings"
Select "Labels"
Select "Create Label"
Add the Tag "Name", "Type", and "Color"
Choose among the three different types: "Profile", "Template", & "Customer (Admin)"
A "Profile Label" spans your entire Interceptly profile. These labels are visible in both your Inbox and the Prospects tab.
A "Template label" is used when creating or organizing templates in the Templates 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.
Select "Create"
🚀Success! Now, you can create tags to manage your inbox.
How to Use Tags in Interceptly Inbox?
Select "Inbox"
Select the prospect you are willing to tag
Select "Label" from the right-side panel & choose the Tag.
💡 For more insight about AI Inbox Labels, check this article