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How do I create a label?
How do I create a label?
Miles avatar
Written by Miles
Updated over a week ago

Creating a label is really easy. Just follow these simple steps:

  1. Click the tab you want to add the label to, for example Claims.

  2. Click the Labels list.

  3. Click on the plus icon to create a new label. 

  4. Name the label and choose a colour. 

  5. Save! 

You can now apply the label to your claims, tasks, contacts or companies depending on what tab it was created in. 

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