Adding/Removing of label leaves a note.
Hi guys,
We need notes for everything - we always need to know who did what and when.
Problem is, if somebody adds or removes a label, this seems to be the one thing that Pipedrive does not care about. Can we add this functionality? Or have a toggle to switch it on or off, along with probably a dozen other items that maybe do not leave notes when they are updated?
Best Answer
-
@Boppa You can rig this pretty easily using an automation. You'll need one for deals and one for leads since Pipedrive only allows a single trigger, but you can do something like "Lead Updated" and "Labels has changed", create a note on the lead that says "Label Updated to: {labels now}, From: {Labels before}".
Leads don't have a changelog so you would definitely need that, but deals do show when a label was updated in the changelog. Of course if you want it in the notes, you'll have to do the automation.
1
