Managing Client Labels

Client Labels are "tags" for Clients which can be used to help organize your work.

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

1. Click 'Workflow' then 'Overview'

2. View Clients under 'Recent Activity', click 'Add a Label'

The Client List Page

1. Click 'Workflow' then 'Clients'

2. Click 'Add a Label'

The Client Details Page

1. Click 'Workflow' then 'Clients' click into one of your Client's Details page

2. Click 'Add a Label'

Editing Client Labels

1. Click 'Add a Label'

2. Select from Labels available (scrolls up/down)

3. 'Edit Labels' to customize

1. Click 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).

Reach us at our live chat or via our email info@format.com if you have any more questions. We’re happy to help!