Rename CRM Objects in GoHighLevel

How to Rename Standard CRM Objects in GoHighLevel

If you manage multiple workspaces across tools like ClickUp and GoHighLevel, keeping naming consistent is essential. In GoHighLevel, you can rename several standard CRM objects by adjusting their labels, so your team sees terms that match your specific business processes while the underlying system structure remains intact.

This guide explains exactly how to rename standard objects in the CRM area of GoHighLevel, what changes are only cosmetic, and which updates affect reports and permissions.

What You Can Rename in GoHighLevel CRM

Within the CRM section of GoHighLevel, several standard objects and labels can be customized at the sub-account level. This lets you match your internal language (for example, “Leads” instead of “Contacts”).

You can rename the following areas:

  • Contacts – the main people or companies you track.
  • Opportunities – deals, jobs, or projects in your pipeline.
  • Companies – business-level records if you use B2B tracking.
  • Tasks – action items tied to records.
  • Notes – comments or manual log entries.
  • Custom value labels – some interface labels used around the CRM.

These options allow you to make GoHighLevel feel like it was built for your specific industry or agency without losing the power of the built-in CRM.

Important Limitations When Renaming in GoHighLevel

Before changing labels, understand the key limitations so you do not expect functionality that is not actually changed in the system.

  • Cosmetic renaming only: Renaming is label-level. The underlying object type (such as Contacts or Opportunities) does not change.
  • Back-end naming remains the same: API endpoints, automations, and most internal references still use the original object names.
  • Permissions do not change: User roles and permissions are still tied to the original objects, even if the labels are updated.
  • Reporting impact is limited: While some reports will show your new labels, some system-level report names may remain unchanged.

Use renaming to improve clarity for users inside GoHighLevel, but always design automations and integrations with the original object types in mind.

How to Access CRM Object Settings in GoHighLevel

The option to rename standard CRM objects is available at the sub-account level. Follow these steps to open the configuration panel.

  1. Log in to your GoHighLevel account.
    Sign in with a user that has permissions to manage the sub-account configuration.

  2. Select the desired sub-account.
    From the main agency view, choose the sub-account where you want to rename CRM objects. Renaming is applied per sub-account, not globally to all accounts.

  3. Open Settings.
    Inside the chosen sub-account, locate and click on the Settings menu in the left-hand navigation.

  4. Go to the CRM or Labs configuration.
    In Settings, look for the area where CRM object naming is managed. On the source page, it is shown as a panel where each object label can be edited.

Once you are in the correct settings area, you will see fields that represent the current names for several CRM objects in GoHighLevel.

Step-by-Step: Rename Standard Objects in GoHighLevel

Use the following detailed steps to rename a standard object such as Contacts or Opportunities inside GoHighLevel.

Step 1: Identify the Object You Want to Rename

On the renaming panel, you should see a list of standard CRM objects, each with an editable label. Common options include:

  • Contacts
  • Opportunities
  • Companies
  • Tasks
  • Notes

Decide which object you want to rename first. For example, you might want to rename Opportunities to Deals if that better matches your sales terminology.

Step 2: Edit the Label Field

  1. Click into the text field for the object label you want to change.

  2. Replace the existing label (such as “Opportunities”) with your preferred name (such as “Deals” or “Projects”).

  3. Confirm that the spelling and capitalization match your internal naming standards.

The interface in GoHighLevel updates to use your new label across the CRM screens where that object name appears.

Step 3: Review Changes in the CRM Interface

After editing the label, navigate through your CRM views to confirm that the new name is visible:

  • Open the Opportunities or pipeline screen to see your new label on the tab and page headings.
  • Check the Contacts area to confirm any label update you applied there.
  • Open records to verify that fields or buttons referring to the object now show your custom name.

If anything looks unclear to your team, go back to settings and refine the label until the terminology is intuitive.

Step 4: Communicate the New Naming to Your Team

Even though renaming is cosmetic, team members should understand the relationship between the new labels and the original GoHighLevel objects. Consider:

  • Sending a short update explaining which labels changed.
  • Providing an internal cheat sheet mapping old names to new names.
  • Updating training materials, SOPs, and onboarding docs to match the new terminology.

This prevents confusion when users compare your internal documentation with standard GoHighLevel training materials.

Best Practices for Renaming GoHighLevel CRM Objects

To get consistent results and avoid confusion, follow these best practices.

Use Industry-Standard Terms

Whenever possible, choose labels that match common language in your industry. For example:

  • Agencies may rename Opportunities to Campaigns.
  • Contractors may rename Opportunities to Jobs.
  • Coaches may rename Contacts to Clients.

This keeps GoHighLevel aligned with the words your team and clients already use.

Keep Naming Consistent Across Tools

If you also manage workflows in other platforms, keep your labels synchronized. For example, if you call records “Deals” in your project system, use the same term inside GoHighLevel. This helps when building SOPs, Loom walkthroughs, and automations across multiple tools.

Validate Automations and Filters

Although renaming is primarily cosmetic, always double-check:

  • Pipelines and stages referencing the renamed object.
  • Workflows and triggers that users might interpret differently because of the new label.
  • Saved filters and views whose names you might want to rename for clarity.

The logic of your automations in GoHighLevel will stay intact, but you want human-readable names and labels to stay understandable.

Troubleshooting Label Changes in GoHighLevel

If you do not see your new labels where you expect them, consider the following checks:

  • Browser cache: Refresh the page or clear cache if the interface still shows old names.
  • Sub-account mismatch: Confirm you edited the correct sub-account. Each sub-account stores its own labels.
  • Permission level: Some users might see different views; ensure they have access to the renamed objects.
  • Partial coverage: Some deep system pages or old reports may still show default terms.

If problems persist, compare your setup with the official documentation on the GoHighLevel help portal.

Official Documentation and Helpful Resources

For the latest details and screenshots, consult the original documentation from the provider. You can view the official help article here: How to rename standard objects in your CRM.

If you want expert implementation help, audits, or strategy for your GoHighLevel environment, you can also visit Consultevo for consulting services and optimization support.

Summary: Customizing Your GoHighLevel CRM Labels

Renaming standard CRM objects in GoHighLevel lets you match your platform language to your business model without altering the core database structure. By carefully selecting intuitive labels, reviewing the impact across the interface, and communicating changes to your team, you can create a cleaner, more user-friendly CRM experience that still leverages the full power of GoHighLevel automations, pipelines, and reporting.

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