Set Up Labels and Lists

Use the Labels and Lists Setup page to set up the terminology used in the CRM application and the values that will be available from drop-down lists.

The page has multiple tabs, each focused on a different area.

Tab	Description
Summary	This tab shows you all of the work that you have done on the other tabs.
Labels	During the Activation process, you identified the primary industry in which your enterprise operates. Based on this industry choice, your Deltek database was updated to use industry-specific terminology. Now, on the Labels tab, you can further customize terminology. For example, you might change the term "Employees" to "Team Members," "Associates," or "Specialists."
Lists	Throughout Deltek, your users will make choices from drop-down lists. For example, your business development staff will select a value from the Proposal Status field to identify the current state of a proposal. Here, on the Lists tab, you can review the values that are pre-set for these drop-down lists. (In the case of Proposal Status, for example, these values are In Progress, In Review, and Submitted.) You can change the default values to better reflect your business needs.