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How do you use 'labels' in deals?
I'm thinking on idea of using 'labels; feature for lead scoring purpose. But have no clue why should I use it instead of custom field. Please share your ideas ho you use it.
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Deal Source
I find it quite an oversight that Pipedrive has no default category for lead source. We have manually added this field to deals, but as a manual field it means we are unable to build a report on it for our dashboarding. Massive oversight for a company that is focussing around new facilities like web visitors and randomly…
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Multiple Tags/Labels
I can create custom tags/labels, but I can only use one label for each item. I'd like to be able to use multiple tags/labels on a single record.
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More than one Label
Is there a way to have more than one label per contact?
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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.
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Add categories to uploaded files
Hi, I'm working with files, uploading mainly PDFs, and images to Products and Deals. I have to say that the feature is quite nice, but lacks of a simple basic : categories (or labels)! Could it be possible to create customizable categories (or labels), just as we have them for Smart Docs and all other Pipedrive's sections…
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Organization label in details view of deals and people
If the label field is moved to a different place in the organization details view it later moves back to the bottom of the list on it own. this has happened twice now. The label field does allow for it to be moved when the reorder fields function is selected, it just doesn't stay where it is put for some reason. Would be…
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Email next / previous tabs
Where did next and previous arrows go from the inbox? Did these get lost when adding labels? I need to go back to the inbox after each email now.
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Could we have more colors for labels?
We feel pretty limited with the few colors :)
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Improvement to use Label filter in Insight reports
It is awesome that it's now possible to add multiple labels to deals. But now when I have several labels in deals I cannot use labels properly to filter insight reports. There should be option to use label filter with "contain" condition.
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Label filter in Insights
It's great that there is now possibility to add multible labels to deals. However it is not possible to use "label contains" filter in reports. Is that on roadmap?
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Merged: filter leads and other unfinished things in the lead module
This discussion has been merged.
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Multiple Labels and 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"…
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Deal labels in insight reporting
Hello!! I have put my own labels on every deal, but when I report about it in insights, or view/segment the data by labels, the labels do not show up! What am i doing wrong? Thanks!
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Label Field
I see that its now possible to select multiple values in the deal label field. Is it possible to turn that off and limit each deal to one single value selection in the label field?
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Label Field
I see that since I have last used piprdeive that the Label field now works a bit different for deals vs. people and contacts. Can someone point me in the direction to learn more about the differences, etc.
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Insights on Labels not working
I get the following error when creating a report based on a custom lead label "This report contains a custom field that no longer exists." - I have checked and the label / custom field exists. It also shows up correctly in the report preview, but then when I click on save it breaks. Please help!
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Feature request: add filter by deal label to Insight goals
Currently you can only fiter results by pipeline in the Goal type of Insights. It would be great if you could also filter by deal label as well as you can in the other Insights types. For our company this would be a great addition since we use labels to define types of services sold per deal and we also have targets per…
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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…
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Make "Label" a "multiple options" data type
Please, please, please! Make "Label" a "multiple options" data type; this is a minor technical change, but it can significantly impact productivity for Advanced and Essential users. This can improve Workflow Automation, insights and Bulk actions.
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Allow for labels translation
We have users that speak in different languages, PD itself can be localized, but labels cannot. It would be great and helpful it such a feature could be introduced to PD. From the technical point of view maybe labels could be a dictionaries where dictionary name is a system name for that label and then just use key:value,…
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Mutliple LABELS
Is there a way to put multiple lables on a project? We are currently using labels to track and report on projects based on product manufacturer, but sometimes there are multiple manufacturers on a project. Thanks in advance!
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How can I add a label to a contact by entering through a webform created within Pipedrive?
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Global and Local Labels
It would be awesome if you could introduce Global and Local labels. We have different Project Boards for different types for projects. For some types of projects, labels can be the same. But, we do also have Projects Boards where the labels that we are using, are specifically for those type of projects that is in this…
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If / then for custom fields
Hi, it would be great to have an if / then function for custom fields and labels I mark my contacts as clients and suppliers and I need different information and custom fields for those contacts. So it would be great to have a function like "if organisation has label client then make custom field A selectable" and "if…
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I'm missing the tag (person, organization) in the lead
We use tag (label) for person and organization. They work well in the deal section, but are not visible in the lead section. Do you know if this can be turned on somewhere? Alternatively whether this feature is being worked on?
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Multiple Labels
Would like to assign several different labels to a deal. Same with organisations or persons. There is plenty of room up there to the right until my foto. When do you change that? Or is there a reason against it?
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Please give us back the old label colors
Please change the label colors back to the way they were...!
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Label to webform/chatbot leads
It would be great to be able to set specific lead label to leads from different webforms or chatbots in the "submit options" panel.
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Bulk edits not working
Hi I am attempting to bulk edit my contact with labels, I have been trying since yesterday and keep getting the same message pop up. Can't Start bulk editing. Please try again. It is taking me the better part of two hours separating these contacts from my main list to edit the details and I cant keep restarting the…