1. Feature Overview
Users can rename the “Opportunity” module to match their business terminology. This is different from Opportunity Types, which are created from scratch in your account. For example, a bank can rename “Opportunities” to “Loans”, while Opportunity Types are called “Home Loans”, “Personal Loans”, “Education Loans”, and so on. This helps align the system with your business language and makes it easier for users to understand and adopt opportunities easily.
Note: Even after you rename opportunities, all admin settings, reports, and configurations will continue to use “Opportunity”.
2. Prerequisite
You must be the Administrator of your LeadSquared account.
3. Rename Opportunities
- Navigate to My Profile>Settings>Opportunities>Rename Opportunities.
- On the Rename Opportunity tab, under Actions, click the edit icon.
- On the pop-up, update the Display Name and Plural Name, and click Save.
- On the Confirmation pop-up, click Yes. This completes the renaming process.
Note: The name change can take up to one hour to reflect in your account.
Any Questions?
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