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Renaming a list

Change a list's name to keep your companies, people and deals visually organized

Updated over 2 weeks ago

You can easily update the name of any list to keep your Coffee workspace organized

  1. Hover over Companies, People, or Deals,

  2. At the top, select the dropdown and find the list you want to rename

  3. Click on the pencil icon

  4. Enter the new name

  5. Select the checkmark

Your list will now appear with the updated name everywhere in Coffee.

ℹ️ Note that you can't change the name of the built in lists like All Companies, All People or All Deals.

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