Creating labels

Create and use labels to implement contact security at your organization.

Before you begin:

To create labels:

  1. Click Settings An image of the Settings menu icon, which is represented by a black cog..

  2. Click Users in the Users and Security area.

  3. Click Contact Security, then click Manage Labels.

  4. Click the Edit button next to the desired category. Learn more about creating categories.

    An image of the Edit button.

  5. Type a name into the Label Name field, then click Add.

    An image of the Add button.

    The label is added to the category. Repeat this step as needed.

  6. Click Save And Close when you are finished adding labels to this category.

After you finish, assign the label(s) to security groups and create your label assignment program using the label assignment workflow canvas.

Learn more

Setting default labels for new contacts

Contact security

Creating categories

Label assignment workflow canvas