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!

Frequently Asked Questions #

Which standard objects can I rename? #

You can rename Contacts, Opportunities, and Companies to any preferred names that suit your business.

Where do I rename a standard object? #

Navigate to the Objects section inside your account settings, locate the object, click the three dots icon next to it, and choose Edit.

Do I need to set both singular and plural names? #

Yes. In the Details section you can change both the singular and plural versions of the object name before clicking Save changes.

Where will the new name appear? #

Renamed objects instantly reflect across the entire platform, including navigation menus, filters, reports, and dashboards.

How quickly do the changes take effect? #

The changes apply instantly across the platform once you save them.

Will renaming an object affect its data? #

No. Renaming only changes how the object is labeled throughout the system; the underlying records and data remain intact.