Multiple Labels for contacts and organizations.
Comments
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Just to add my two cents. Multiple label fields would be fantastic. PipeDrive's simplicity is what drove me to use it again in my role (I have introduced it into two other businesses also). In my current role I need to be able to label my contacts with multiple tags. This keeps Pipedrive very visual which is why we use it.
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Jono Pinsky said:
Hi @Inês Batata
Any updates on this as a new feature? I've seen a few posts in different threads over the last few months. Thanks!
Good day @Inês Batata , any news after 9 months of your team and almost 8 news request on that feature ? This feature would alows us to remove 2 extra column created , it's made our "spread sheet " wider and more diffculte to see in "one shoot"
Thx and have a great day !
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100% agree with this, we sell multiple products to single contacts and multiple labels would be a brilliant (essential) addition.
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+1 for this feature.
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I also upvote this!
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'@ Pipedrive! Any news regarding this feature?
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I would also love to have this as a feature!! This would enable us to use it for a much broader set of purposes.
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Absolutely essential for us. We've discussed so many times internally ways to have a workaround. It would really make our lives easier. Upvote! Multiple products, channels, outbound strategies, different types of qualification, tiers, etc etc
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This is an absolute priority. For full provenance vision on insights, we should be able to have several labels.
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+1 this is sorely needed
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It would improve on our workflow if there would be the option of adding multiple labels to deals and persons.
Thank you!0 -
Agreed!
For now, you can create a custom field for this.
Make it a multiple select and add as many options as you need. Then on the deal page, you'll be able to put multiple labels/tags on it that can be filtered or searched.0 -
Bobby said:
Agreed!
For now, you can create a custom field for this.
Make it a multiple select and add as many options as you need. Then on the deal page, you'll be able to put multiple labels/tags on it that can be filtered or searched.Thanks for the tipp.
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As Bobby mentioned, the best workaround for this is to use a custom field and add as many options as you need.
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I wish to assign multiple labels to a single organisation record (that org may be a customer, VIP and have an open support issue, for example) - however I cannot change the label field from a single select option to a multi-select - this would be really really useful!!
Any way to amend this or plans to allow this moving forward?
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Thanks, Karina, for your post. I asked PD for this already a year ago. No answer so far. Good that you increase the pressure.
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Hi @Karina Davies you are correct you cannot assign multiple labels, however, you could use a custom field to identify the organisation as a customer (if you have suppliers in your database).
Looking at your message I have some further suggestions:
Org being a VIP - you could use Labels for this
Support Issue - have you considered another Pipeline for this? If there is a separate workflow/process for any Deals which have support tickets, another Pipeline may help with the organising of the Deals and pushing them through the process to achieve a resolved support issue
I hope this helps.
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Edie Mew said:
Hi @Karina Davies you are correct you cannot assign multiple labels, however, you could use a custom field to identify the organisation as a customer (if you have suppliers in your database).
Looking at your message I have some further suggestions:
Org being a VIP - you could use Labels for this
Support Issue - have you considered another Pipeline for this? If there is a separate workflow/process for any Deals which have support tickets, another Pipeline may help with the organising of the Deals and pushing them through the process to achieve a resolved support issue
I hope this helps.
Thanks Edie, yes I'd read a suggestion about using custom fields on a similar post. We'd prefer to use the label feature as the visible colours are really helpful to make something instantly identifiable at a glance, however will see how it goes as may have to do it that way moving forward.
Regarding using a separate pipeline for support issues, this wouldnt really be an option for us, we use a separate (for the time being) software for managing support issues, we just want a quick, highly visible way of identifying who has an open support ticket in CRM, rather than PD being the place we actually manage it, if that makes sense.
Not sure why they locked the labels down to single-select, seems like it would be fairly simple to enable the option to change it to multi-select so users had the option...
Appreciate your response.
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Nicolas Meier said:
Thanks, Karina, for your post. I asked PD for this already a year ago. No answer so far. Good that you increase the pressure.
Ah that's a shame, seems like it could be pretty simple to just enable users the option to switch it to a multi-select option! Fingers crossed they can/do in the future.
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Use a custom field instead of a label -- a lot more powerful!
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We would love this feature as well.
It's pretty annoying to see that within LEADS you can do multiple labels. It should be such a small fix and so much more happy users!
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YES, multiple labels makes a lot of sense and sad to see NO RESPONSE from support on this even.
I believe pipedrive suggest setting up a CUSTOM FIELD with multiple choices to overcome this for now
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Hey everyone,
Thank you so much for your feedback. It is really important for us to understand our clients' needs and to keep improving. I have once more advised our product team that this feature has been requested. We forward all customer feedback directly to our product team through an internal channel, so I can ensure you that your feedback is valued and taken into consideration for future product improvements.
For now, you can add single-option or multiple-option custom fields to your items. This will allow you to filter and find deals/contacts/leads linked to values from those fields. If you have any trouble setting up those, please reach out to our lovely support team through in-app chat or through email (support@pipedrive.com) and they will help you out.
Have a lovely day!1 -
Hi @Maëlik Peudon ! That is not yet possible I'm afraid, but have you tried creating a multiple option custom field as an alternative?
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It would be SO helpful to be able to apply multiple tags to a contact person.
We use labels where possible, but being able to apply multiple keywords that relate to the lead would be amazing, and then filter contacts by those tags.
PLEASE!
This would be a total game changer for our day-to-day operations.
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You can set up a custom field to achieve the same functionality.
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Another vote! I need to be able to track labels and show in our Insights. More than one label is absolutely critical.
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