What are labels?
How to add a label?
You can open a dealcard and select Add Labels Under Label under General section to the left.
You will get a drop-down menu of all of the current labels available. You can add multiple labels to one deal card, or you can create new labels.
Note: You can also edit label by clicking on edit icon, or can delete a label by clicking on delete icon.
What are the benefits of labels?
Perhaps you want to label where a deal came from. This will help identify the lead. You can assign a label and later run a report to show you where your leads came from. Labels are nothing but an attribute that you may want to assign to the deal including lead source, lead size, priority, or anything else that will help you categorize and analyze in the future.
For example, there is a chart called Deal Report By Labels within your Dealboard Reports. The graph makes it visibly easy to identify the stronger referral sources vs the weaker ones.
How do I view the lead source in a board in Pipelines ?
Open the deal card to see the labels under Label on the left of the screen.
You can see all the current labels applied to this deal and you can add additional labels by clicking on Add Labels
Add Labels while marking a deal as won/lost
When you will mark a quote as won or lost, you can select labels.
To select label while marking a deal card as won or lost:
- Navigate to Pipelines
- Click a deal card that you want to mark as won/lost
- Click on won/lost from the top right
- A page will open with the quotes on the deal card.
- Select the quote that you want to mark as won/lost
- Select the label from the drop-down.
- Click on submit.
Share Labels in Pipelines
Sharing labels helps to easily track deals and enables maintaining regularity in the system. The basis of this functionality is similar to sharing tags in contacts.
To share labels follow the steps mentioned below:
- In the Pipelines expand the deal card you want to work on.
- Click the Add label under Label field to the right.
- Click create a new label or edit(pen) icon of the existing label.
- Under Share With segment, mark the agent names to share labels or click select all.
- Click on update
Previously shared feature in label
Now, you will get to see the agent’s name with whom you have previously shared the deal card.
To check the enhancement:
- Navigate to Pipelines
- Click to view a deal cardhttps://insuredmine.com/knowledge-base/blog/pipeline-module-manager/
- Scroll down and click on Add icon in Label section
- Click on the edit icon
- Select the agents with whom you want to share the label with
- Click on update
- You will get a success notification saying- Label updated successfully.
- Click on the edit icon of the same label that you shared.
- You can find the previously shared tag beside the agent’s name with whom the label has already been shared.
