Types & Labels

Categories are only useful if everyone uses the same ones. Settings → Workspace → Types & Labels (admin only) is where you define how your workspace classifies people, emails and meetings, once, for everybody.

Contact types

Contact types label a company's people by their role in the account — Economic buyer, Champion — so anyone opening the record knows who they are talking to.

Once one exists, a tag button appears on each contact card in the Contacts section of a company record. Click it to pick a type, or Clear contact type to remove it.

• Add — click Add contact type and type the name in the new row.

• Rename — click the name and edit it in place. Changes save automatically.

• Delete — hover the row, click the trash button, and confirm. The type is removed from all company records.

Email labels

Add email label opens the editor: pick an icon and color, name it, and then decide three things.

• Let AI apply this label to incoming emails — describe when it should apply and Zero labels threads for you. This is the setting that makes labels worth having, since nobody labels email by hand for long.

• Visibility — Default (follows the mailbox setting), Public or Private.

• CRM Intelligence — Include, Exclude or No preference, controlling whether labeled conversations get analyzed.

In the Inbox, the Labels filter in Filter messages narrows to one or more of them.

Hover a row for the pencil (Edit details) or the trash button, and drag the handle at its left to reorder.

Backfilling past emails

As soon as one label uses AI, a Backfill button appears in the section header and applies your AI labels to mail you have already received — Last 24 hours, Last 7 days, Last 30 days or Last 90 days.

Meeting labels

The same thing for meetings: Add meeting label, name it, optionally let Zero apply it from a description, and Backfill across past meetings. To label one by hand, open it and use Add meeting label next to the date.

Custom activity types

Custom activity types at the top of this page are the touchpoints your team logs by hand — calls, demos, site visits. See Custom Activities.