Knowledge Base

How to assign and create deal labels
Editing or deleting deal labels
Viewing deal labels

Deal labels

Breandan Flood, November 2, 2023

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.

How to assign and create deal 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

Note: You can assign up to 100 labels to a deal.

How can I add new deal labels?

Note: This action is only available to users with the right permissions.

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 or deleting deal labels

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.

Viewing deal labels

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".

In the deal detail view, you can view the assigned label in the Summary on the left-hand side of the screen.

Once you have assigned a label to a deal, you will see the corresponding label color on your deal card in the pipeline view.

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