Knowledge Base

Knowledge Base/Email/Email sync/Email labels

Topics

Email labels

Steven Reinartz, November 13, 2024

Note: Email labels can be created, edited and deleted by regular and admin users. They’re private and can’t be shared or seen by other users.

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

You can create a new email label by clicking the label dropdown in the top right corner of your Pipedrive inbox and selecting “Add new label”.

You can 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.

You can also apply labels to multiple emails at once. Simply select the emails from the inbox view and click “Manage labels”. Then, select the labels you want to apply.

Editing and deleting email labels

You can edit a label by hovering over it in the label dropdown and clicking the pencil icon. You can also change the label’s name and color and delete it by clicking the trash can icon.

Viewing and filtering email labels

When viewing your synced emails in your Pipedrive inbox, your email labels are to the left of the subject lines.

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

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

Was this article helpful?

Yes