Hey, We have some questions of how to tag existing customers in Pipdrive. How to build this segmenta
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Margareta Nordström
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You can create a custom field to track if they are new or existing customers in your system.
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Hi @Margareta Nordström !
You can use Contact Labels and/or create custom fields (I would suggest single- or multiple-option) that you can then use to filter your customers in Pipedrive. 🙂
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