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Where to Add and Edit Card Labels
Where to Add and Edit Card Labels

In this article we will show you how to add and edit card labels on deal cards

Kimberly Fernandez avatar
Written by Kimberly Fernandez
Updated over a month ago

1. Start by heading over to the 'Settings' tab on the left hand side

Start by heading over to the Settings tab on the left hand side

2. Click on 'Card Labels'

Click on 'Card Labels'

3. You'll be able to filter the Labels by All, Sales Pipeline, or Jobs Pipeline.

You'll be able to select whether you'd like to add a card label to either your Sales Pipeline, Jobs Pipeline or all pipelines

4. To add a Label, click on Add Label.

Click on Add Label

5. Type in the name of the label desired

Type in the name of the label desired

6. Select the desired pipeline and color for the new label

Select the desired pipeline and color for the new label

7. Click on 'Save'

Click on 'Save'

8. Your new label will appear at the bottom of the list of all the current labels

Your new label will appear at the bottom of the list of all the current labels

9. To make an edit to an existing label, click on the 'Edit' button to the right of the label

To make an edit to an existing label, click on the 'Edit' button to the right of the label

10. Make any adjustments necessary

Make any adjustments necessary

11. Make sure to click 'Save' after any changes and your labels will be good to go!

Make sure to click 'Save' after any changes and your labels will be good to go!
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