Labels

Usage of Label

What is Label?

Labels are those fields which would be prominently visible to the agents on the field. 

Label setting will help you to make the workflows visible in the Field when the agents are performing the task. 

HubSpot Video

 

Label option is there in the workflow settings. Here you can create primary label and secondary label.

1) Primary Label : It is the primary data question that can be chosen from the data questions created in the Task. You can choose this according to your business priority and the same setting will reflect in the app as well.

2) Secondary Label : Secondary label can be added multiple times. Here also there is an option to make unique if the particular task performed has to be highlighted in the workflow.

3) Additional features like Agents active by location, Display by dates and even create tags. These additional options will be useful to filter when the activity of the agent has to be visible by categories.