What are Client Labels?
Add labels to each of your clients (one label per client)
Colour-code your labels for easy identification (fixed palette of colors)
Customize the labels to suit your needs (currently 9 available)
Use to manage a sales pipeline: e.g. "prospect", "qualified", "proposal", "signed"
Show project status: e.g. "contract signed", "shoot scheduled", "proofs sent", "invoice sent"
Group "active", "on hold", and "closed" projects
Reminder for next steps: e.g. "send contract", "waiting for response", "send finals", etc.
Customize labels to your own requirements
Video overview
Adding Client Labels
Client Labels can be added from three different locations:
The Overview Page
Click 'Workflow' then 'Overview'
View Clients under 'Recent Activity', click 'Add a Label'
The Client List Page
Click 'Workflow' then 'Clients'
Click 'Add a Label'
The Client Details Page
Click 'Workflow' then 'Clients' click into one of your Client's Details page
Click 'Add a Label'
Editing Client Labels
Click 'Add a Label'
Select from Labels available (scrolls up/down)
'Edit Labels' to customize
Click on the text part of the label to edit
'Save Changes'
Only the text can be changed, (as a workaround, to switch colors, swap the text between two labels).
Reach us online at our live chat or via our email info@format.com if you have any more questions. We’re happy to help!