We understand your business is as unique as you are, so ensuring everything is properly named to your preferences will help you and your team to easily navigate the system. So, follow along to learn how to further personalize your CRM by renaming Contacts, Opportunities, and Companies to any preferred names.

Start by navigating to the Objects section inside your account settings and locate your desired object.

Click the three dots icon next to the object and click Edit.

In the Details section, change the name for the singular and plural versions of the object, then click Save changes.

Renamed objects will instantly reflect across the entire platform, including changing their name in navigation menus, filters, reports, and dashboards. Making it easy to identify objects on your own terms. Hope this helps!