Would anyone else like to have Pipedrive use tags?

Ann Goggin
Ann Goggin Member Posts: 2 PIPEDRIVE TEAM
edited July 2022 in Sales CRM #1
Would anyone else like to have Pipedrive use tags?

Answers

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091
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    PIPEDRIVE TEAM
    edited July 2021 #2

    Hi @Ann Goggin

    Do you mean to "label" items like this: 
    https://support.pipedrive.com/hc/en-us/articles/360000333038-Contact-Labels

    Or do you mean to be able to @-mention someone? That last thing is something we currently have in development :) 

  • Martin Sandén
    Martin Sandén Member Posts: 24
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    PIPEDRIVE USER
    edited October 2021 #3

    If you mean like "tag everything" would be great! Something I really miss from our other CRM.

    An efficient way to keep track and categorize actions like campaigns, exhibitions, imports, seminars...

  • Chad Massaker
    Chad Massaker Member Posts: 6
    First Comment

    Yes. We definitely need this. I am a commercial real estate and business broker and I use tags to quickly add information to a contact record in the followings ways:


    Buyer, Tenant, Seller, Landlord (label feature will not work for this b/c only label is allowed per record and I have Landlord customers that are also Buyers, Buyers that are also Sellers, Tenants that are Also Buyers, etc.)

    Other ways:

    Property types: pt-office, pt-industrial, pt-land, etc. - tags in this case are better than a customer field because they are transient/temporary - for example a buyers currently in search of PT-industrial or PT-Vacant Land to Build it on