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5. Labels


  • You1. canHow addto Create a labelNew inLabel

    Go to the Labels tab.

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  • To add a new label, click onClick the “ADDgreen LABEL”+ New Label button onin the top-right corner.
  • Key-in

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    2. Setting Up the name,Label

    In descriptionthe andAdd pickLabel popup, enter the following details:

    1. Label Name: Type a short name for your label (e.g., "ASAP Follow Up").
    2. Label Description: Type a brief note explaining what the label is used for (optional).
    3. Label Color: Pick a color usingfor your label. You can:
      • Click one of the pre-set color circles.
      • Click the color pickerbox foron the newleft to open the color picker and select a custom color (using hex code or RGB sliders).
    4. Click the green Save button to create your label.


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