In this tutorial, you will learn how to **create smart labels** in the CRM to organize and qualify your customers, making service and lead management easier. Let's go step by step: 1. **Understanding Labels** **Labels** are used to **categorize** your customers, making it easier to find them and follow up on their needs. For example, you can use labels to identify **hot leads** or customers who need a **quote**. 2. **Open Labels** In the CRM, go to the **Labels** section. Here you can manage the tags that will be assigned to your customers. 3. **Add a New Label** Click **Add Label**. For this example, let's create two labels: * **Hot Lead**: Name the label "Hot" and choose a **warm color**, such as red, to identify promising leads. * **Quote**: Name the label "Quote" and select a **suitable color**, such as blue. 4. **Assign Labels to Customers** There are two ways to assign a label: * **Right-click** the customer's name and select **Assign Label**. Choose the label you want (e.g. "Quote"). * Or select the customer, click **Add Label** on the details screen and choose the label to assign. 5. **Filter Customers by Label** Once you have assigned labels to customers, you can **filter** your contacts by label. For example, when you click **Quote**, the system shows all customers with that label, making follow-up easier. ### Benefits of Labels: * **Organization**: Lets you quickly see which customers need special attention. * **Lead Qualification**: Tell apart hot leads, cold leads and customers who need specific actions, such as a quote. * **Efficiency**: Streamlines your service flow, making sure no customer is forgotten. This **smart label** system improves contact management and makes customer service much more organized and efficient. Make the most of this feature and **optimize your CRM**! --- **[Start free on Papo Global →](https://chat.papo.global/app/auth/signup?utm_source=helpcenter&utm_medium=article&utm_campaign=create-smart-labels-papo-global&utm_content=en)** First user $0, no credit card. Learn more at [papo.global](https://papo.global).