How to add a label to the customer's file

How to add a label to the customer's file

1 ) In the customer's file, you can assign a label. This label will allow you to see all the customers with the same label during a search.




2) The label list can be modified by an Admin, under the tab: Admin / Configuration / Opportunity. You can then choose the color and the name of the label or simply delete it.








3) Once you have chosen the label, it will appear on the upper right corner of the customer card.




4) We can filter the labels in our sales table, choose the one we want and apply the filters with the green button. If we want to return to the starting point, we delete the filters.








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