Using Labels vs a Field

KMITCH
KMITCH Member Posts: 4 VERIFIED MEMBER
First Comment
edited October 25 in Sales CRM #1

What is the use case or benefit to using a label for a Organization, Deal, etc. or vs a Data Field?

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  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,292 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary
    #2

    Hi @KMITCH , in Pipedrive labels are designed to help you better find and visualize your data, and speed up your sales process. Examples of this are labels on your organizations according to their industry, or labels on your deals according to their importance. Labels give you a better visual representation in the pipeline or list views.

    Data fields are better suited to store information that's useful to your sales process. For example, the address and number of employees for an organization, or additional details about a deal that you or a team member might need to know.

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