Editing an Agent Label is a very simple process, and the directions below will walk you through the process.
Navigate to Clients/Agents -- Agents -- Agent Categories and from there click on the Edit button of the Agent Category that is to be edited:
Make any adjustments and hit Save
You can also click the red Delete button to remove a label.
The process for client labels is the same, just done under
Clients/Agents -- Clients -- Client Labels
If you have any questions about this process please let us know! You can reach us by chat, email at email@example.com, or phone at (800) 700-8112.