Manage item names
Learn how to add, edit, and remove item names from the web app.
- Click on your name in the top right corner and select System Settings.
- Click on Opportunities.
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- Now you'll have access to manage the following:
- To manage Item Names select the Item Names tab.
Add Item Name
- Click the blue + New Item Name.
- Enter the Name and click Save.
Edit Item Name
- Click on an existing Item Name.
- Make changes to the name and click Save when you're finished.
Remove Item Name
- Click on an existing Item Name.
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- Click Delete and Delete again to confirm.