CRM Labels
Home Page→Settings→ System Settings→ Contractors/CRM→ CRM Labels
Overview
Allows to create and edit CRM Labels for Project Tasks.
List description
- Label - a label name
- Color - label color
Manual
How to create CRM Labels
- Completing the Name and Color fields to create a CRM Label, if you opened the list "CRM Labels" for the first time.
Or press on the ‘+’ button, if you started switching between records. Then the form to create a CRM Label will be empty.
- Press on the Save button to save your entry after completing the form
How to delete CRM Label
Select the entry which you want to delete and click the Delete button.
Where you can use it:
CRM Labels used for Project Tasks.
Permissions
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