I'm missing the tag (person, organization) in the lead

Petr Bíba
Petr Bíba Member Posts: 8
First Anniversary First Comment Photogenic
in Sales CRM #1

We use tag (label) for person and organization. They work well in the deal section, but are not visible in the lead section. Do you know if this can be turned on somewhere? Alternatively whether this feature is being worked on?

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Answers

  • Noora Ainesjarvi
    Noora Ainesjarvi Member Posts: 18
    First Anniversary First Answer First Comment Photogenic
    #2

    Hi Petr,

    Yes you can add all of the persons + company labels to leads list:

    Select them from the gear wheel icon.

    image.png

    BR, Noora

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  • Petr Bíba
    Petr Bíba Member Posts: 8
    First Anniversary First Comment Photogenic
    #3

    Thank you for your reply, but I may have expressed myself incorrectly. I'm missing the label in the lead tab. When I want to change the label in the lead grid, the tab opens and I have to click into the person or organization. That's impractical.

  • Noora Ainesjarvi
    Noora Ainesjarvi Member Posts: 18
    First Anniversary First Answer First Comment Photogenic
    #4

    Hi! You are correct. That's impractical! 😥

    Ping to @Pipedrive, could you please add person and organization labels to the Lead tab?

    BR, Noora

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