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…
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…
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,…
This discussion was created from comments split from: 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?
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?
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…
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…
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…
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…
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