Labels

The labels screen lets you name the different groups on the client opportunities screen.  For example, qualifying information or contact information.  The default names for the four groups are: Qualifying Information, Opportunity Criteria, Opportunity Status,and Contacts.

To Assign or Modify a Label Name

1. On the Utility menu, click SETUP.
2. On the Setup Console, click opportunities.
3. Click Labels.
4. Click [Add New].
5. Enter a Label Name.
6. Enter a description for the label (optional).
7. Click Save.

To modify an existing label name, click the Details icon next to the label name.