Labels

Labels

What are Labels?

Labels are tags you apply to accounts for organization and filtering.

How to navigate

Accounts → More menu → Labels

Using Labels

1. Open Labels on an account.
2. Select one or more labels.
3. Save.
4. 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.

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