Transfer labels from leads to deals

Hi all,

It would be great if we could transfer labels from leads to deals. This way every time you assign a specific label to a lead, that label would then stick to deal coming from the lead, which can be pretty useful, especially if you want to keep track of the lead funnel: where it came from, and what type of deal it ended up being.

The use case:  when a lead is coming from marketing I assign the "Marketing lead" label and then I want to keep such label when the lead becomes a deal, so I can evaluate if marketing activities are creating quality leads or not.

Thanks! 

0
0 votes

· Last Updated -

Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 24 #2

    Thanks @Letizia Zappa I'm going to share this suggestion with the team!

  • Ueli Schwegler
    Ueli Schwegler Posts: 1
    edited March 2021 #3

    Thanks @Letizia Zappa I'm going to share this suggestion with the team!

    Hey @Mike van der Valk  how is the status here? We would also be happy to have this feature!

  • Michael Dudli
    Michael Dudli Posts: 1
    edited February 25 #4

    any update here? we have the same issue currently. The only way now is to fill in a deal label from lead label manually upon creation a new lead. 

    Thanks.

  • Helio_2884
    Helio_2884 Moderator Posts: 84 PIPEDRIVE CUSTOMER SUPPORT
    Pipedrive Employee
    edited March 2021 #5

    Thanks @Letizia Zappa I'm going to share this suggestion with the team!

    Hello @Ueli Schwegler ,

     

    Mike has indeed submitted this as feedback as he mentioned, but our team have not yet had the opportunity to implement this feature. 

    Leads inbox has been going through some other changes and our team is currently working improving it as much as possible.

    Feedback is always appreciated so I will also be submitting this as feedback on your behalf. The more feedback we have about a specific feature, the better it will be as it indicates the need for it.

    Meanwhile, if there is anything else we can help you with, please feel free to reach out to our support team through our chat support or via email at [email protected]

     

    Have a rest of a great day, take care for now and stay safe! 

  • Helio_2884
    Helio_2884 Moderator Posts: 84 PIPEDRIVE CUSTOMER SUPPORT
    Pipedrive Employee
    edited March 2021 #6

    any update here? we have the same issue currently. The only way now is to fill in a deal label from lead label manually upon creation a new lead. 

    Thanks.

    Hello @Michael Dudli,

    At the moment the Deal label still needs to be manually added when converting a Lead to a Deal. 

    I just mentioned to Ueli (on the post above), that this is a feature that has not yet been implemented, but the more feedback we get the better it is as it gives us a sense of urgency in what we should be focusing on next.

    I will also be submitting feedback internally on your behalf.

  • Oliver Bayliss
    Oliver Bayliss Posts: 1
    edited May 2021 #7

    Hi everyone!

    Is this feature likely to be implemented soon? It seems very non-pipedrive to me to capture information about a lead (in the form of labels) and then just lose all this info when you convert the lead to a deal. Where does the data go to?

    We capture valuable information about leads while prospecting and want to use this throughout the sales cycle. I am thinking that I will need to set up a new 'leads pipeline' rather than use the leads inbox.

    Also, I would need to create custom fields for each piece of information,  since the People Label can only be assigned one value (unlike the multiple labels in the leads inbox)

    Has anyone found a good way to manage this?

  • Dan Myers
    Dan Myers Posts: 2
    edited June 2021 #8

    Hi guys.  I agree with wanting this feature.  I’m a new user but I love the labels and wish they would tra over to a deal.  

  • Dylan Ullrich
    Dylan Ullrich Posts: 1
    edited July 2021 #9

    Thanks @Letizia Zappa I'm going to share this suggestion with the team!

    Any further updates on when this feature may be available?

  • Lea Weyermann
    Lea Weyermann Posts: 4
    edited December 2021 #10

    We would also be interested in this feature. Very important to keep track of where the leads come from. Any updates so far? 

  • Mike Guest
    Mike Guest Posts: 1
    edited April 28 #11

    This is a great request. We use lead labels to understand segments so that we can quickly send messaging via Dux Soup to LinkedIn connections (populating campaigns etc). 

    It would be great for this to flow across to deals - as the prospect research has already been captured - it would be much easier to manage more personalised messaging with the labels still in place.

  • Emmanuel Lebeul
    Emmanuel Lebeul Posts: 6
    First Comment Photogenic First Anniversary
    edited May 6 #12

    +1

    In addition to the benefit of keeping the track of where come leads, it avoids a loss of time creating same labels in lead and deal parts + to reassign the labels.

    Please pipedrive, do communicate on availability date of this feature. 

    Thanks to Letizia Zappa for this valuable idea.