Managing a small business means dealing with lots of data — clients, sales, companies, and more. When your tools speak your language, everything feels easier and more natural. Now, you can rename standard CRM terms to better fit the way you talk about your business.

📌 Why This Matters

Standard CRM terms like “Contacts,” “Opportunities,” and “Companies” might not always match how you think about your business. By customizing these names, you create a system that feels familiar, making it simpler to navigate and understand. This can help reduce confusion when managing your day-to-day data, whether it’s keeping track of clients, deals, or organizations you work with.

✨ What’s New

• Rename Key CRM Objects: Change the names of Contacts, Opportunities, and Companies to terms you prefer, like Clients, Deals, or Organizations.
• Set Singular and Plural Names: You can customize both singular and plural forms, with up to 50 characters each – perfect for matching your exact phrasing.
• Instant Updates Throughout the Platform: Your renamed terms automatically update everywhere – menus, filters, reports, dashboards – so your entire system stays consistent.
• Duplicate Name Protection: The system ensures no two objects have the same name, keeping your labels clear and distinct.
• Technical Stability: The underlying system keys stay unchanged, so only what you see is updated, ensuring smooth functioning behind the scenes.

With these changes, your CRM feels more like a custom tool made just for your business, which can make daily tasks quicker and less frustrating.

🛠️ How to Use It

1. Step 1: Go to the settings area where you can edit CRM labels.
2. Step 2: Choose the object you want to rename, such as Contacts, then enter your preferred singular and plural names.
3. Step 3: Save your changes to see the new names appear instantly throughout your CRM system.
4. Step 4: Check menus, filters, reports, and dashboards to confirm your custom names are showing.

💡 Pro Tip

Using familiar terms for your customers and deals helps everyone on your team understand and act on important information faster, which can directly support better customer relationships and sales.