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Add Label/Funnel
Karan avatar
Written by Karan
Updated over 4 months ago

If you want to add a label/funnel we’ve got you covered.

  1. Click on the Add Label button

  2. You will see an option to create a Label/Funnel.

  3. There is also an option to create a personal label/funnel - restricted to you or shared label/funnel - for the entire organization or for your team.

  4. You have an option to add Sub-Labels in case of Label and Stages in case of Funnel.

  5. Once you’re done, click on the Create button.

  6. You’ll see a pop-up to select and add contacts to the labels and once done, click on Save and your label/funnel will be created.

It will also be visible in the top-bar.

💡FAQs for Label and Funnel Management

What is the purpose of the Label and Funnel Management feature on Eazybe?

The Label and Funnel Management feature on Eazybe allows you to organize and categorize contacts effectively using labels and funnels.

What is the difference between Labels and Funnels?

Labels are used to categorize contacts with sub-labels, while Funnels have stages where contacts are moved between. A contact can be in one stage at a time.

Can I set visibility options for labels and funnels?

Yes, you can set visibility options during the creation process. Labels or funnels can be personal (visible only to you) or shared (visible to others in your team/organization)

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