Pipedrive's deal labels feature will allow your team to add color-coded labels to each deal to help you organize your data and speed up your sales process. This will give you a better visual representation of your deals while viewing them in the pipeline, detail and list views.
If you would like to segment your contacts rather than your deals, we also have contact labels.
When adding a deal, you can assign a label to your deal by clicking on the dropdown menu and selecting one of your existing labels.
You can also assign deal labels directly from the list view after making the labels column visible.
Or from the deal detail view by clicking on the label option in the deal summary on the left-hand side
How can I add new deal labels?
You can add new labels from the deal detail view. Within the deal summary on the left-hand side, click on the label to display the dropdown menu where you can edit your labels. Select "+ Add new label".
To add a new label from your deals list view, click on the pencil icon of your deal labels and select "+ Add label".
Editing your deal labels can be done from either the deal detail view or list view by clicking on the label you would like to edit.
Once the name and color have been edited, click on the green button to Save the changes. You may also delete this selected label by clicking the trash can icon.
You can view your deal labels in list view under the label column. To make the labels column visible, click on the gear icon, select the "Label" field to be displayed, and click "Save".
Once you have assigned a label to a deal, you will see the corresponding label color on your deal card in the pipeline view.