Taxonomy / Custom labels

neetoCRM has many entities, including lead, contact, deal, and meeting, among others. While these entities have standard names applicable across various industries, neetoCRM recognizes the need for customization based on industry-specific terminology.

For instance, the term "lead" typically refers to a potential customer resulting from an inquiry. However, in the healthcare industry, this entity may be more aptly labeled as "patient." neetoCRM allows users to update these standard entity names with custom labels, ensuring alignment with industry-specific standards. This customization extends to other entities, such as changing "meeting" to "appointment".

You can customize these entities by navigating to Settings -> General -> Taxonomy. Once you update the labels for these entities based on your specific industry's terminology, the changes get reflected across neetoCRM, thus enhancing clarity and relevance throughout the platform.

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