How to Rename CRM Objects in Carly
Rename Deals or another CRM object in Carly while keeping its records and workflows. Follow the steps for personal and team workspaces.
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Rename Deals or another CRM object in Carly while keeping its records and workflows. Follow the steps for personal and team workspaces.
Move CRM objects up or down in Carly, including putting Deals above People. Learn how the saved order works in personal and team workspaces.