Can web forms add a label to the registered deal? if so, how? I cannot see the option.

Can web forms add a label to the registered deal? if so, how? I cannot see the option.
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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited July 18 #2

    Hi @Alfredo Borgaro !

    A good option is to create an automation that automatically assigns a label to deals generated from a webform. You can help Pipedrive spot which deals are those by using the specific prefix you can set up for webform-generated deals. It would look something like this:

    image

    I can also tell you that we're currently revamping our webforms feature to give it more capabilities, so stay tuned and join the Research and Beta Testing channel if you'd like the chance to test out early versions of new things coming up.

    Hope that helps!

    https://community.pipedrive.com/user/alfredo_borgaro

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