Managing Your Account's Vocabulary

You can customize how you want users and contacts in your workspace to be represented after they’ve been added to your  oragnization. Here's how:

1. 1. 1. Select Settings from the hamburger menu on the side navigation. This will take you to your Organization settings page with Basic info, Offline Statuses, Contact validation & enrichment and Account vocabulary tabs.
      2. Select the Account vocabulary tab.
      3. To change how team members or contacts are represented, click on the relevant dropdown and select your preferred lexis from the options available.
         1. • The options available for team members are: Reps, Agents, Team Members, Volunteers and Custom
            • The options available for contacts are: People, Contacts, Customer and Custom
      4. To enter a custom vocabulary, select Custom from the drop down.
      5. In the Custom name for team members or contacts field, enter preferred custom name.
      6. Click Save changes.

If you have additional questions regarding managing your account's vocabulary, do not hesitate to contact us at [e-mail]; a member of our team will be happy to respond to your questions and resolve any issues you might be experiencing.

Happy selling!