How to Edit a Label
This article provides instructions on editing client and lead labels within your Pabau account. Editing labels allows you to refine categorizations and adapt to evolving needs.
Step 1: Access Labels
Log in to your Pabau account, navigate to the left sidebar menu, and click on Setup. From there, click on Data under the Business section and choose Labels.
Step 2: Selecting the Label to Edit
Locate the label you wish to edit and click on it.
Step 3: Making Changes
In the prompt that appears, make the desired changes to the label. The editing process resembles that of creating a label. Ensure you update the label name and color as needed.
Step 4: Confirming Changes
Click on "Save" to confirm and apply the modifications.
NOTE: If a label has a lock icon next to it, it indicates that it cannot be edited or deleted.
By following these steps, you can efficiently edit labels in your Pabau account, ensuring accurate client and lead categorization and organization.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.