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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.

Web_Name Menu

  • Click on Opportunities.

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.

    • Click Delete and Delete again to confirm.

Web_Delete Confirmation