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Create lead labels

Learn how to create and manage custom color-coded lead labels to organize and categorize leads in your Opaline account.

Lead labels allow you to organize and group leads using custom, color-coded tags. Labels are used for internal categorization and visibility and do not replace lead status, intent, or notes. Labels can be applied directly from the Leads list.

Lead labels are shared across your account. Any label created or applied is visible to all team members with access to leads.

Create a lead label

You can create custom lead labels to segment and categorize your leads.

  1. In your Opaline account, click the ⚙️ Settings icon in the top navigation bar.

  2. From the dropdown menu, click Workspace Settings.

  3. In the left sidebar, under Quizzes, click Lead Labels.

  4. Click Add Label.

  5. Enter a name in the Label name field.

  6. Click the ● color selector to the left of the label name, then choose a color from the palette.

  7. Click to save the label, or click to discard it.

Once created, the label is immediately available for use in your admin dashboard.

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