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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