Manage opportunity labels

• Click on your name in the top right corner and select System Settings.

• • Click on Opportunities.

• • Now you'll have access to edit the following:
    • Opportunity Labels
    • Item Names
    • Opportunity Custom Fields
    • Item Custom Fields

Manage Opportunity Labels

• Select the Opportunity Labels tab.

Add a New Opportunity Label

• Click the + New Opportunity Label button.

• • In the slide-out form, enter the Name (mandatory) and Description (optional).
    Make the Opportunity Label Required or Allow Multiple Selections by checking the respective boxes.

• • • Required: Ensures companies can't be created without selecting a label from this group.
    • Allow Multiple Selections: Allows users to choose multiple labels when creating or editing a company.
    • Click Save.
• After saving, click on the new label group to add labels.
  • To Add a New Label: click the Add label + button, type the name, then press ENTER or click the checkmark.

• • To Remove a Label: click the trash icon next to the label.

Edit Opportunity Labels

• Click on the Opportunity label you wish to modify. This will open a slide-out panel where you can:
  • Change the Name or Description.
  • Check the Required box to make the label mandatory when creating new opportunities
  • Check the Allow Multiple Selections box to allow multiple selections for that label.

• • Edit the labels by clicking on the pencil icon next to the label name

Delete an Opportunity Label

• Click on the Opportunity Label you want to delete
  • Click the Delete button and confirm your choice when prompted.