Overview
Manage all your contact labels in one centralized hub to efficiently create, edit, and delete them.
Who uses this feature
Office employees
Applies to all business types
Applies to all trades
Feature configuration
This feature is currently in Early Access and is subject to change.
Account configuration is required to use this feature. To update your account, please contact your success or implementation manager. Fill out the form and share your feedback here.
Create a contact label
To create a contact label:
Open Contact Hub, then click the Labels tab.
In the Label Management section, click Create Label.
On the Create Label pop-up that opens, click the Color square to select a color and enter a name for the label.
When finished, click Create.
Edit a contact label
To edit a contact label:
Open Contact Hub, then click the Labels tab.
In the Label Management section, enter the label name in the search field or select a label from the table.
Click Edit
.
On the Edit Label pop-up that opens, change the color or name of the label.
When finished, click Save.
Note: You can’t edit or delete system labels, as they are default labels created by the system. System labels have the System tag next to them. For more, see Label types.
Delete a contact label
To delete a contact label:
Open Contact Hub, then click the Labels tab.
In the Label Management section, enter the label name in the search field or select a label from the table. Note: You can select multiple labels to delete.
Click Delete. You can delete a label from two locations:
Under the Search labels field: Convenient for deleting multiple labels.
Next to
: Convenient for deleting a single label.
On the Delete Lebel? pop-up that opens, click Delete. After you delete a label, it will be removed from all contacts associated with it.
Tip: View the Usage Count column to learn how many contacts the label is applied to.