Is there a way to add a label (Cold, Warm, Hot) to leads generated via LeadBooster?

Doug Horner

Joshua Hindman

Hey Doug, you can do this through Workflow automation.

Use the deal created trigger and update person fields. One of your options will be label.

Inês Batata

Hi @Doug Horner ! 

This would require using an automation, and at the moment automations don't have a trigger condition of the "Lead" type, only "Deal" type. 

However, like @Joshua Hindman suggested, you can create an automation that applies a label to a deals converted from a lead. Make those deals consistently recognizable by the automations by adding a particular prefix to their title, for example, and make that the trigger for your automation.

And thank you for your suggestion, I will send it over to the team for consideration!