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. 

Did this answer your question?