This article guides you through the process of creating labels in your Pabau account. Labels are valuable tools for organizing clients and leads, as well as facilitating targeted campaigns.
Step 1: Access Labels
Log in to your Pabau account, navigate to the left sidebar menu, and click on Setup. From there, click on Data under the Business section and choose Labels.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
Step 2: Initiating Label Creation
Click on the "Create" button located in the top right corner of the page. From the dropdown menu that appears, select whether you want to create a label for a client or lead.
Step 3: Label Details
Input the label name in the designated field and choose a color for the label by selecting from the available options.
Optionally, you can use custom colors by clicking on the plus icon. Select the desired color from the color palette or input the color's hex code in the "Hex" field.
Step 4: Confirming Label Creation
Once you've filled in the necessary details, click the "Create" button to confirm and finalize the creation of the label.
NOTE: For guidance on assigning labels to clients, please refer to this article.
To learn how to use labels to send targeted marketing campaigns, please refer to this article.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.