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Open Settings > Labels to manage opportunity labels. Owner and Admin accounts can make changes; other members can view them.

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Create a label

  1. Select New label, or Add label in a section.
  2. Choose Section when prompted: Temperature, Channel & source, Outcome & stage, Financing, or Lifecycle.
  3. Enter Name, choose Color, and check the preview.
  4. Select Create label.
Names can contain up to 80 characters. Labels created within a section keep that section.

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Find and edit labels

Search by name, label identifier, or section. Select Edit, change the name or color, then Save changes. Existing opportunities keep their label assignment. Editing does not move a label into another section. Built-in labels can be renamed and recolored, but cannot be deleted. Imported labels can show their provider badge; this page does not promise to sync edits back to the provider.

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Delete a custom label

Select Delete, then Delete label.
Deletion permanently removes the custom label from every opportunity using it. There is no undo.