How to Create Labels

Introduction #

Labels in Cosmic CRM help you categorize and organize your leads and deals efficiently. This guide provides detailed steps to create and manage labels within the CRM module.

Prerequisites #

• Pipeline: Ensure that you have already set up pipelines in your CRM system.

Steps to Create Labels #

1. Login to Cosmic ERP
   • Enter your credentials and click the login button.
2. Navigate to CRM System
   • Once logged in, locate and click on ‘CRM System’ from the main menu.
3. Access CRM System Setup
   • In the CRM module, find and click on ‘CRM System Setup’.
4. Navigate to Labels
   • Within CRM System Setup, click on ‘Labels’.
5. Initiate Label Creation
   • Click on ‘create’ to start creating a new label.
6. Enter Label Details
   • Label Name: Provide a name for the label, e.g., ‘High Priority’, ‘New Lead’.
   • Select Pipeline: Choose the pipeline that this label will be associated with.
   • Select Color: Pick a color that will represent the label visually.
7. Save the New Label
   • Click on the ‘create’ button to save the new label.

Conclusion #

Creating labels in Cosmic CRM allows you to categorize and manage your leads and deals effectively. Follow these steps to set up customized labels that fit your business processes.