How to Create and Add a Label

Labels can help you categorize companies and deals. For example, you may have companies that you work with in different industries such as healthcare, education and retail. You can create these industry labels and add the labels to particular companies.

To learn how to create and add a label, please follow the steps below.

How to Create a Label

Option 1

1. Enter a CRM listing page by clicking the CRM icon on the left menu and select Contacts, Deals, or Companies. Once clicked, you will see and icon with 3 circles on the top menu bar. Click this icon and then select Labels.

2. Click the green label button on the top right on the page.

3. A window will appear where you can enter the label information. You can also select a colour for your label. Click the circle that is next to the label name section.

4. Click the save button.

Option 2

1. Click the tag icon when you are on a specific company page or deal.

2. Click the Create new button.

3. A window will appear where you can enter the label information. You can also select a colour for your label. Click the circle to the right of the label name section.

4. Click the save button.

How to Add Labels

You can add labels to Deals and Companies. To do this, please follow the steps below.