How to Create and Assign Labels in Vira?

Follow these steps to create and assign labels to contacts in Vira:

Creating Labels:

1. Go to the Contacts in HubSpot:
   • From the HubSpot Contacts, click on any contact.
2. Open the Vira CRM Card:
   • Navigate to the Vira CRM card on the right-hand side and open the Vira Dashboard.
3. Access the Labels Section:
   • Click on the hamburger menu in the top-right corner.
   • Select Labels from the menu items.
4. Create a New Label:
   • Click on the Create Label button.
   • Enter a label name and assign a color to the label.
   • Save your label.

Assigning Labels:

1. Hover Over Contacts in Vira Dashboard:
   • In the Vira Dashboard, hover over the contact you want to label.
2. Access Label Options:
   • Click on the drop-down arrow on the right side of the contact.
3. Assign a Label:
   • Select the Assign Label option.
   • Choose the desired label from the dropdown.
   • Save the changes.

Pinning Chats for Priority:

1. Hover Over Contacts:
   • In the Vira Dashboard, hover over the contact you want to pin.
2. Pin the Contact:
   • Use the Pin Chat option to mark the contact as a priority.
   • The pinned contact will appear at the top of your contact list for easy access.
     
     

Get Started with Vira now!
Having troubles? File a Support Ticket or Book a call!