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How to assign and create email labels
Editing and deleting email labels
Viewing and filtering email labels

Email labels

SR
Steven Reinartz, November 6, 2023
Note: Email labels can be created, edited and deleted by regular and admins users. There is no permission setting restricting user access to email labels, and all labels are visible to every user in your account.

Conducting business can mean receiving many emails, so keeping them organized is vital to productivity. With email labels, you can filter and identify emails based on what they have in common, making it easier to find and sort them.


How to assign and create email labels

Note: Currently there’s no way for email labels to be applied in bulk.

Create a new email label by clicking the label dropdown in the top right corner of your Pipedrive inbox, then selecting “Add new label.”

Apply that label to an email by opening the desired email, clicking the email icon next to the subject line, and selecting your label.

Note: Multiple labels can be added to an email, but only three can be displayed simultaneously. If an email has more than three labels, the label dropdown must be opened to see all of them.

Editing and deleting email labels

Edit a label by hovering over it in the label dropdown and clicking the pencil icon. You can change the name and color of the label, as well as delete it by clicking the trash can icon.


Viewing and filtering email labels

Your email labels can be seen to the left of the subject lines when viewing your synced emails in your Pipedrive inbox.

You can select one or more email labels from the label dropdown in the top right corner of your inbox to filter your inbox by labels.

Note: Labels created in Pipedrive and those created in your external email client are not connected, so those created in one will not appear in the other.
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