​
Editing Labels

To edit a label, click the three dots beside its name. From the dropdown menu, select “Edit” and make the desired edits. Once you’ve made the changes, click “Save” to save your edits.

​
Removing Labels

You cannot remove the first column in your CRM, which is named “Engaged” by default. You can change its name and type - check out the Getting Started guide for more details.

To delete a label, click the three dots beside its name. From the dropdown menu, select “Delete”. Any leads in this label will be moved back to your first (default) column.

Creating CRM LabelsRe-Ordering CRM Labels