Re-Name Features

You have the option of re-naming some of the features of our existing system. This will help customize your version of our system. Below is a list of the features you can re-name.

To re-name a feature, just email our support team and we will make the change for you.

Important Note

We will not re-name these features in our pre-recorded help videos. If you are using our help videos, it will be confusing to your users if things are on the screen in the video, but not in the system. We do not recommend re-naming features if you use our videos.

ClientTouch

Deals

Flags

Home

Samples dropdown

Sources

Messages (used to be VoiceTouch)

Workflows used to Action Sets)

If there is something you want to re-name that is not on this list, please talk to support.