Labels

Ability to reorder labels in Leads and Projects
Currently it is possible to reorder the labels list native to both Deals and Contacts - when you hover over a label in the labels pop-out menu, you will see two horizontal lines next to the 'tick' which will allow you to re-order the labels as you see fit. However, in the same labels pop-out menu in Leads and Projects,…
Label for Activities
Hey. It would be nice to put Labels also on Activities.
Clean up campaigns using labels/folders?
Hi Pipedrivers, 👋 We´ve just recently started using Campaigns by Pipedrive and everything is great now, however I feel that by the end of the month, we will be drowning in templates (we want to keep all of them for motivation in the future). I feel like it might really help if we could label our campaigns or put them in…
Additional Labels
It would help if labels could also be added to existing labels: Not replaced, added. Individually, via mass processing and also via workflow. That would be a dream! 😊
Bulk Adding Labels
Hello there, As lead labels (and soon Contact labels) can handle multiple labels, it would be VERY helpful to be able to be able to ADD or SUBTRACT from existing labels (without having to replace all). For example: - I have 50 leads. Some have a variety of different existing labels - I'd like to quickly add a label to 25…
Automating Timezone Labeling for Clients?
Hello, I currently mark my clients on the deals list based on their time zones and manually apply labels (such as PST/CST/MST/EST/etc) according to the location of the business which I'm contacting. This process is quite time-consuming. Is there a way to automate this process? Specifically, I am looking for a method to…
Labels on Lead Inbox as part of filters
This discussion was created from comments split from: Using Labels vs a Field .
Using Labels vs a Field
What is the use case or benefit to using a label for a Organization, Deal, etc. or vs a Data Field?
Lead label field for the Activities page
I have a Label field that is used for Lead and Deals. But I can't use it when I want to add it as an additional column in Activities (activities/list)? How to do it?
Handle shared inboxes in Sales Inbox - Make labels shared
We dearly want to ditch Zendesk and use Sales Inbox, but then realised it's not really a shared inbox experience because: Labels are not shared between users - if I label an email for DESIGN, the design team does not see that label in their inbox using the same email address. If I archive/delete an email in Sales Inbox, it…
Trying to run a Person report with a "new" label added
Hi, I added a "new" label to both Person and Organization called "Holiday Gift" and I am trying to test running a report on that label but none of my test people or orgs show up as a result. However, I added a "Current Customer" label awhile ago and the person with that Label is showing up. Does it take a few days for this…
Deal Labels -- Change order of appearance
Hi. We are making much more active use of deal labels, which involves changing and reorganizing labels in addition to just assigning them. The fact that the labels drop down list always shows them in chronological order leads to lots of scrolling and means that the labels that are most likely to be (almost) obsolete appear…
New Products feature: churned label
For the new products features where you can apply subscriptions etc. It would be good to have some sort of labelling system or an indication to a "churned" customer. So the deal is still marked as won because the customer did pay for products, but now they no longer need the product so the subscription ends. Marking the…
New: Multiple labels for Contacts 🗂️
Hello, fellow community members! The Multiple Labels for contacts feature is coming out of beta and is being released to companies in all regions. What: You can assign many labels to the same person or organization. Learn more about using contact labels from our Knowledge Base article here. For whom: All plans. When:…
Make Contact/Organization label apply to deal via automation
Hi guys, As always, love your work. We have a situation where if a particular customer is a nightmare, we apply the label "Nightmare" to them. But if a new deal comes off, this is not obvious to our staff, and we want that same "Nightmare" label to apply to the deal via Automation? Possible? This is but one example of…
Label Leads during Upload
I greatly appreciate Pipedrive's flexibility when it comes to uploading from spreadsheets. The fact that we can correct where data fields belong in a simple manner is wonderful. That is why I was shocked to learn that when uploading Leads you cannot include a Lead - Label (Hot, warm, cold, etc) in the upload. You can do it…
Multiple Labels for contacts and organizations.
It would be great to have multiple labes for contacts and organizations. I know that I work around is custom fields, but they are not as visual as labels. A good example for labels in organizations would be: Company A: Label 1 buy procuct "semilla", Label 2 Interested in product "tierra" No potencial IN product "zamilla"…
New: Enhanced email labels functionality ✉️
Happy Friyay community! We’re happy to announce the rollout of two significant updates to our email labels functionality! We analyzed lots of valuable feedback from all of you regarding the email inbox, and we’re confident this will enhance the overall user experience. Add email labels from the email list view: You can now…
Email labels shared
Email labels can be created, edited and deleted by regular and admin users. They’re currently private and can’t be shared or seen by other users. This applies to each inbox at the moment. Can develop team look to giving the option when creating a label to select private or available to all users like you have the choice to…
Import lead labels
Currently it's not possible to import labels when importing leads. We have some automations running based on labels, it would be useful that we can import them directly.
Our company has multiple labels within a lead and we want to send a bulk email to all, how??
Our company has multiple labels because many clients fit within or share categories. When I go to send a bulk email or email marketing email via Pipedrive, it deletes any lead that does not share the same criteria. I.E. if I have a lead that has the labels: "open house", "community", "hot lead" it will show 0 leads if I…
Pipedrive LABEL value not visible in ZAPIER.COM
Hello, I’m building a link between PipeDrive and ActiveCampaign, using Zapier.com. The chosen Label values for a contact person, as well as for a company are not visible in Zapier. Does anyone have a solution for this? Thanks! Michel
Single option for Contact Labels
I am currently in beta phase of multiple options for contact labels and it is not working for me. I prefer the single option for contact labels as it is easier to change and adjust. Please give us the option if we want single or multiple options. Thank you!
Feature request: Bulk editing lead labels: Append option
Hello there, As lead labels (and soon Contact labels) can handle multiple labels, it would be VERY helpful to be able to be able to ADD or SUBTRACT from existing labels (without having to replace all). For example: - I have 50 leads. Some have a variety of different existing labels - I'd like to quickly add a label to 25…
Suggestions for improving tag Features
Hello Pipedrive Team, As a daily user of Pipedrive, I’ve noticed a few areas that could benefit from improvement and wanted to share my thoughts with you. First, regarding the tags in the lead box: when adding a tag by typing, for example, "cold...," the system suggests the tags we've created, such as "cold prospect,"…
Please provide a Multi Label Field with Autocompletion
In the discussion "Managing skills of freelancers via contacts" I asked for a field with the following characteristics: Add multiple labels via keyboard to field Provide autocompletion for already existing labels based on my whole dataset Allow the user to search this field for the occurance of one or more labels A label…
Automatically Moving Leads to specific Pipeline stages by Tag
I'm brand new to CRM's/Pipedrive, so I apologize if this is an obvious question. My goal is to set up an automated cold-emailing process, for which I've built several email scripts/automations that are triggered by Pipeline stage (example- there's a "Former Customer" cold-email script, which is automatically triggered when…
Beta testers wanted: Multiple labels for Contacts
Hey Pipedrivers 👋 Our product team is looking for testers for the new multiple labels for contacts update, also known as multiple tags for people and organizations. How can I join? Please let us know in the comments if you’d like early access to test this feature and provide user feedback. The product manager will then…
Marking leads as lost or not relevant
Hi, How are users of the Leads functionality processing leads? What are options to note the quality of leads or to categorize them? Right now, the only option is to either convert a lead to become a deal, or to archive the lead. Will there be options to add a reason for archiving, or add statuses for leads as well?…
How to see project labels in activities list view
I want to be able to see all labels applied to projects in the activities list view. Is this possible? It seems like a very basic function that should be possible, but I can only see "deal labels" option, and not one for project labels. Can anyone help or give a workaround for this?

Labels

Discussion List