Difference between revisions of "Labels"
Ashley DeBon (talk | contribs) (Created page with " == Labels == === What are Labels? === Labels are tags you apply to accounts for organization and filtering. === How to navigate === '''Accounts''' → '''[[More menu]...") |
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=== What are Labels? === | === What are Labels? === | ||
Latest revision as of 08:14, 17 July 2026
Labels
What are Labels?
Labels are tags you apply to accounts for organization and filtering.
Using Labels
- Open Labels on an account.
- Select one or more labels.
- Save.
- Use labels later to organize or find accounts.
Features include
- Tag accounts – Apply company-defined labels.
- Organize pipeline – Group accounts by status, segment, or workflow.
- Update labels – Add or remove labels anytime.
