Labels are colored tags you attach to leads to segment your pipeline — by temperature, company size, industry, or anything you like. A lead can carry several at once.
The default set
Every workspace starts with a starter set, so the AI research has a vocabulary to tag from out of the box:
Hot
Warm
Cold
Enterprise
SMB
Tech
E-commerce
Agency
These are just a starting point — rename, recolor, add, or archive any of them.
Managing labels
Open CRM Settings → the label manager. You can create a label (name + color), reorder them, and archive ones you no longer use (archiving keeps historical tags intact).
How labels get applied
- By you — on a lead, add or remove labels from the label chips.
- By AI — during research, the AI suggests labels from your set based on what it reads about the company.
Filtering and grouping
In the Leads list you can filter to a single label or group by label to see your pipeline sliced by segment — e.g. all your Hot Enterprise leads at once.