Carrot CRM – Labels

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Introduction

You can add labels to opportunities which you can use for filtering from the Actions or Opportunities section. All labels added to the opportunity will appear in the Actions and Opportunity list view to easily see them.

Click the links below to jump to a specific section of this guide:

• Add a label
• Use a label
• Filter by label

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Step 1: Add a Label

1. Click ⚙️ the gear icon
2. Select Labels in the menu
3. Click +Add Label at the bottom of the page
4. Type the name of the Label you want to add
5. Click Save
6. In the Color field, set the color you want the label to appear in the Opportunities list view
7. Click ⋮ the three-dot icon to the right to see more options
8. Click Merge to merge two labels if there are duplicates
9. Click Delete to remove the label
10. Click 💾 the save icon at the bottom-right corner

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Step 2: Use a Label

1. Select Opportunities in the left menu
2. Open the Opportunity you want to edit
3. Click the label icon
4. Select the correct label or add a new one

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Step 3: Filter by Labels

After adding labels to your Opportunities, you will be able to filter using those labels in the Opportunities and Actions menu.

1. Go to the Opportunities or Actions menu
2. Click the filter icon to open the menu
3. Click the Filter by Label option and select a label to filter