4. How do I tag my clients with labels?

To tag your clients with labels, follow these steps:

• Open the "Clients" page.
• In the clients table, find the "Labels" column.
• For each client in this column, you'll see a "+" icon. Click it.
• A "Labels" window will open, where you can:
  • Select an existing label,
  • Create a new label (for example, "Important"),
  • Set a color for the label,
  • Or edit an existing label.
• Once you add the label, it will appear:
  • In the "Labels" column of the clients table, and
  • Under the client's name when you open the client's detail view.