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Renaming Tabs and Labels
Updated over 9 months ago

In this article we will discuss how to rename tabs and object labels to match you specific organizations naming preferences. An example of this is changing Campaigns to display the name as Communications. This can be helpful if your business uses terminology that is not reflected in the out-of-the-box interface of our CRM.

  1. From the home screen, click the gear icon located in the upper right corner and click Setup.

  2. On the left side of the “Setup” page click on User Interface. Click on Rename Tabs and Labels.

  3. Locate the Tab or Label that you wish to rename and click Edit.

  4. Decide what you would like to rename your Tab or Label to in both its singular and plural forms. Click Next.

  5. You now have the ability to adjust how your newly named Tab or Label is displayed across the system. Click Save. Refresh the page where your new Tab or Label was added to review your changes.

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