Adding a label to an inquiry 

Labels are keywords that you may apply to inquiries to help organize and identify them more easily. You can categorize your inquiries using labels and then filter based on those labels. You can also add labels while you are editing your inquiry page.

Setting up labels will improve the communication within your office, providing additional information regarding a booking, inquiry, or estimate. With labels, others can easily see the status and what has been communicated with the customer.

To add a label to an inquiry to give a brief description of any contact or progress regarding the inquiry. Proceed with the steps below:

Table of contents 

•  Adding a new label from your settings 
  • Editing the label
• Adding a new label from the inquiry page
• Adding a label to an inquiry 
  • Adding multiple labels to an inquiry 
• Remove labels from the inquiry

Adding a new label from your settings 

When adding a new label from settings, it reflects the label options which can be used for inquiries, bookings, quotes, invoices, and also customers.

• Go to Settings > General Settings > Labels 
• To create a new label, click on the “ New label” button. 

A pop-up window will appear. You have to enter the label title you want, then add the label color by clicking on the label color icon. A drop-down will appear so you can select from the saved colors or tap on the advanced button to select the exact shade of color you want.

• Then click on “ Save“, and the system will display a popup window confirming the action.

Editing the label

You can edit the labels that are created in the system. Select the label you want to edit, or you can search for it from the search bar. 

Click on the “Name” of the label or click on “Edit.”

A pop-up will appear, where you can edit the label title or select another label color. 

Then click on the “Save” button. 

Adding a new label from the inquiry page

Go to Inquiries > All Inquiries 

Select the inquiry you want to add a label to, then click on the “Actions” button and click on “Add label.” 

OR

You can click on the “Actions” button and then click on “View Inquiry.” It’ll redirect you to the inquiry details page at the right of the page. 

Click on “Label+”.

So a popup window will appear, then click on “Add label” to create a new label. 

To add a new label, you have to enter the label title you want, then add the label color by clicking on the label color icon. A drop-down will appear so you can select from the saved colors or tap on the advanced button to select the exact shade of color you want.

Then click on “ Save.”

Adding a label to an inquiry

Go to inquiries > all inquiries 

• Select the inquiry you want, click on “Actions,” and then you can select “View the inquiry” or “Add label “.

When you’re viewing a page, you’ll be redirected to the inquiry details page, so from the right side of the page, click on “Label +”.

Select the label you want to add to your inquiry or use the search bar to browse the label name. You can select the label from the list you have by ticking the check box.

Then click on “Apply.” 

Adding multiple labels to an inquiry 

Follow the steps above, then select the number of label names you want from the list, or use the search bar to browse labels, then check the box next to them.

Then click on “Apply.”

Remove labels from the inquiry

• When you’re viewing an inquiry page, you can remove labels by selecting the check box that’s already checked. 
• Then click on “apply.”

To delete it completely, you can go to Settings > General Settings  > Labels. 

• Select the label you want to delete, tick the check box, and then click on the “Delete” icon. 
• Click on the check box dropdown to delete all.

For more information, please visit the Octopuspro user guide and subscribe to our youtube channel.