Managing your business contacts is easier when your CRM speaks your language. Now, you can personalize how contact labels appear, making it simpler to organize and access your important connections.
đź“Ś Why This Matters
Every business is unique, and the way you refer to your contacts might differ from standard terms like “Contacts.” Having customizable contact labels means your CRM can better match your business style. This helps you stay organized and ensures you’re always working with familiar terms that make sense to you.
✨ What’s New
- Rename Contacts: Change the default “Contacts” label to any name that fits your business, such as Client, Lead, or Member.
- Flexible Labeling: Customize both singular and plural names so all labels display exactly as you prefer.
- Consistent Display: Your custom names show up clearly without any automatic changes or translations.
🛠️ How to Use It
- Step 1: Go to your Settings in the location or business level panel.
- Step 2: Select the Objects section.
- Step 3: Open the Contacts option.
- Step 4: Enter your preferred custom name for both singular and plural forms.
- Step 5: Save your changes, and enjoy a CRM that talks your language.
🎯 Benefits
- Make your CRM truly yours by tailoring labels to your business style and terminology.
- See your contacts in a way that fits your daily workflow, whether as clients, members, or leads.
- Boost your confidence and efficiency by using a system that feels familiar and intuitive.
đź’ˇ Pro Tip
Customizing your contact labels to match your business terms can help you quickly find and manage relationships, leading to smoother client interactions and more sales opportunities.
