Deal LabelS

It would be awesome to be able to add MULTIPLE labels to a deal like you can to a lead. That way we don't have to have a million custom fields.

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  • Scott Huff
    Scott Huff Posts: 1
    edited April 2021 #2

    anything to this? what if we are selling multiple product lines to one customer

  • As far as I know you can only have one label at a time for deals, contacts and leads. One way to work around it is to create multiple custom fields. In your case "product 1", "product 2", "product 3", etc