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

Adding Client Labels

Client Labels can be added from three different locations:

Overview Page

  1. Tap 'Workflow' then 'Overview'
  2. View Clients under 'Recent Activity', tap 'Add a Label'

Client List Page

  1. Tap 'Workflow' then 'Clients'
  2. Tap 'Add a Label'

Client Details Page

  1. Tap 'Workflow' then 'Clients' tap into one of your Client's Details page
  2. Tap 'Add a Label'

Editing Client Labels

  1. Tap 'Add a Label'
  2. Select from Labels available (scrolls up/down)
  3. 'Edit Labels' to customize
  1. Tap on the text part of the label to edit
  2. 'Save Changes'

Only the text can be changed, (as a workaround, to switch colors, swap the text between two labels).

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