Statuses & labels

Organize and categorize your rooms with custom labels and deal statuses.

Use Labels to categorize rooms (e.g., by product, region, team) and Statuses to track deal stages (e.g., Discovery, Proposal, Negotiation). Configure both in Settings → Labels & Statuses.

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What are labels

Labels are tags you apply to rooms for organization and filtering. They help you categorize rooms by any criteria meaningful to your team.

Common uses:

• Product line - “Enterprise”, “SMB”, “Starter”
• Region - “EMEA”, “North America”, “APAC”
• Team - “Sales”, “Customer Success”, “Onboarding”
• Use case - “New Business”, “Renewal”, “Expansion”

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What are statuses

Statuses represent where a room is in your sales or customer process. Unlike labels, each room has exactly one status.

Example sales statuses:

• Discovery
• Proposal Sent
• Negotiation
• Closed Won
• Closed Lost

Example CS statuses:

• Onboarding
• Active
• At Risk
• Churned

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Creating labels

1. Navigate to Settings

   Go to Settings → Labels & Statuses

2. Click Add Label

   In the Labels section, click Add Label

3. Configure the label

   • Name - Label text (e.g., “Enterprise”)
   • Color - Choose a color for visual distinction
4. Save

   Click Save to create the label

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Creating statuses

1. Navigate to Settings

   Go to Settings → Labels & Statuses

2. Click Add Status

   In the Statuses section, click Add Status

3. Configure the status

   • Name - Status text (e.g., “Proposal Sent”)
   • Color - Choose a color for visual distinction
   • Order - Set the position in your workflow
4. Save

   Click Save to create the status

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Applying labels to rooms

You can apply labels when creating or editing a room:

1. Open the room or room settings
2. Find the Labels field
3. Select one or more labels
4. Save your changes

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Setting room status

To update a room’s status:

1. Open the room
2. Click on the current status (or “Set status”)
3. Select the new status
4. The change is saved automatically

You can also update status from the Rooms dashboard by clicking the status column.

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Filtering by labels and status

On the Rooms dashboard, use labels and statuses to find rooms:

Filter by label:

1. Click Filter
2. Select Labels
3. Choose one or more labels

Filter by status:

1. Click Filter
2. Select Status
3. Choose one or more statuses

Combine filters to narrow results (e.g., “Enterprise” label + “Negotiation” status).

Best practices

• Keep it simple - Start with 5-7 statuses max
• Use clear names - Anyone should understand the meaning
• Consistent colors - Use green for positive, red for negative
• Review regularly - Remove unused labels and statuses
• Match your CRM - Align statuses with your CRM stages for easier sync