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Applying Labels on a Company / Contact level

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In Membrain, labels can be used to separate and segment companies and contacts.
For example, you may want to add a label to your VIP clients and key distributors, as well as your known competitors.
For your contacts, you can add a label to contacts with decision making power, or to quickly be able to locate all your billing contacts. 

In addition, labels can be used to great effect in the automated events you set up for prospects and sales projects.
When a prospect is created, you can automatically add a label to signify this status, and remove the label when it is either disqualified or converted to a sales project. If you want to follow up on all companies for which you have had a sales project, but ended up not winning the business, you can automatically add a label when a project is archived.

Labels are found on the right hand side of a Company or Contact card. 

On a Company Level 

You can add labels individually by:
1) Go to the company card you want to add, edit or remove labels from
2) click "+ Edit Labels" found in gray text on the right-hand side of the screen 
3) in the dialog that appears you can select multiple labels, and save the changes with the "save" button at the bottom.

You can also change this in bulk if that is desired:
1) go to the Companies list view using the Membrain menu
2) selecting multiple companies in the list(checkbox, left of the name)
3) click on the "change" button that appears at the bottom of the page
4) in the dialog that appears, click on the "label" tab.
5) in that window you can click the "change" checkbox on any label you want to add or remove.

On a Contact Level
Use the same method as above, to complete this action.

 

Filter Views
Labels can be used to filter views in your Company & Contact lists by clicking on the blue text beside "label" option at the top of the page. Choose from your list of labels to view Companies or Contacts that have the label or labels in question applied.

Note: Do use caution whenever using batch changes like that though, because while it can be restored manually, there is no simple "undo".

Read this short article to find out more about how to Create and Manage Labels in Membrain.

Automated Events
In addition, labels can be used to great effect in the automated events you set up for prospects and sales projects. When a prospect is created, you can automatically add a label to signify the status, and remove the label when it is either disqualified or converted to a sales project. If you want to follow up on all companies for which you have had a sales project, but ended up not winning the business, you can automatically add a label when a project is archived. 

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