How-To:
Label conversations/insights manually, in bulk via “run once” workflow, or automatically for new data.
Typical uses: Competitor mentions, focus groups, event-based calls, special projects.
Colour-code for team clarity.
Best Use Cases:
Tracking competitor names mentioned in conversations.
Tagging ad hoc research projects (e.g., "2026 Jan Focus Group").
Marking special case topics not in CRM (e.g., “Pilot Program”).
Don’t Use For:
Fields already captured in CRM (e.g., “US Customers” use CRM field filters instead).
Overly broad tags, keep labels focused.
Review:
Remove outdated or unused labels (keeps lists concise).
Tips:
Standardise label titles; communicate convention to the team.
Use as an “inbox” for conversations you want to revisit/analyse further.