Labels
Labels are a way to categorize your demos and make them easier to find. You can develop your own strategy for labeling your demos. For example, you could use labels to categorize demos by product feature, customer type, or sales stage. Here are some examples:
  • Product Feature: “Product A”, “Product B”, “Product C”
  • Customer Type: “Enterprise”, “Small Business”, “Individual”
  • Sales Stage: “Prospecting”, “Qualification”, “Proposal”

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How to create labels

Follow these steps to learn how to create labels:
1

Create a label

Navigate to Label Settingsand create a label.Create label
2

Add labels to your demos

Under Product demos, select more actions on a demo to add labels.Add label to demo
Congratulations — you’ve learned how to build Boards to organize your demo. Next, learn how to manage your teams and specify their access to demos.

Teams

Manage your teams and specify their access to demos.