You can sort your emails by categorizing them to save time and increase productivity. This article will help you create some categories for more customization. Let's dive in 🧐
Steps to create
Once you have got some replies, you can start creating custom categories. Here is how you can do it:
Go to the Inbox tab of your sequence;
Move to the Categories section;
Click on the "+" button:
Enter the category name;
Pick the color for its label;
Click Create:
The new category will be automatically pinned to the section.
💡Important: Custom categories can be created at the team level, so other team members can view each other's categories. One category cannot be created twice.
Steps to manage
Apart from creating, you can choose which categories are shown in the list. If needed, you can hide some from the view. Here is what you need to do:
Go to the Inbox tab of the sequence;
Click on the Settings icon:
Use checkboxes to Pin & Unpin:
This is it! If you have any questions left, feel free to message our Support team in chats or email them at [email protected].