CRM Labels

Accessing CRM Labels

Navigate to the Settings section and under the System Setup Section click the “System Settings” Button. Then under the Contractors/CRM  Section click the “CRM Labels" button.

Overview

The CRM Labels module allows users to create and manage labels for categorizing Project Tasks.

Main Functionalities

1. Data Table Columns

• Label: The name of the label.

• Color: The color associated with the label.

How to Create a CRM Label

1. Open the CRM Labels list.

2. Fill in the Label Name and Color fields.

3. Click the Save button to save the label.

Alternatively:

• Press the ‘+’ button if switching between records to open a blank form for a new label.

How to Delete a CRM Label

1. Select the entry you wish to remove.

2. Click the Delete button.

Where You Can Use CRM Labels

• CRM Labels are used for Project Tasks to categorize and organize tasks effectively.