FreeAgent CRM allows you to fully customize your experience so that it fits your sales process instead of having to change your sales process to fit your CRM. This starts with something as simple as the naming convention. Since not every business uses the same terminology, you can change the current Tabs to something that is best suited for your process.
By default the main tabs are called: Leads, Accounts, and Deals. However, you can customize them to fit your sales process.
To get started, click on your portrait and then click on 'Settings' (1). Once there, click on 'Tabs' (2) on the left-hand side menu.
Then click on the circle next to the name of the tab you want to change, and click on the 'Edit' button.
Here you will need to type in the new name of the Tab both in its singular & plural form. Once you are ready, click the 'Save' button.
Once the change process is complete, the page will refresh itself and then your new Name will be visible in various sections of the CRM, including the Tabs.
Please note that if you change the name of the Tabs, they will not be automatically changed if the Language under the settings changes.