How Can I Manage and Export Labels in Pipedrive?
Labels in Pipedrive are a powerful tool for organizing and filtering your data. This article provides a comprehensive guide on managing and exporting labels, including step-by-step instructions for common tasks.
Overview of Labels in Pipedrive
Labels allow you to categorize and organize your contacts, deals, and projects in Pipedrive. They can be used to filter data, generate reports, and export specific subsets of information. Labels assigned to a client or deal will appear in the same column of an export file, separated by commas if multiple labels are assigned.
Exporting Data by Labels
Exporting a List of People with Specific Labels
To export a list of people with specific labels:
Navigate to the People list view.
Ensure the Labels column is enabled in the visible columns.
Include the fields you want under "Match ALL of these conditions" or "And match ANY of these conditions" depending on what you're looking for.
Fields: Person - Labels - and select the remaining two options.
Filter the People list by the desired label(s).
Click the three dots (more options) and select "Export filter results" to download the filtered list.
Workarounds for Including Additional People in Exports
If you need to include additional people or roles in your export:
Create custom fields (e.g., "second owner") on deals or people, populate those fields, and add the columns to a list view before exporting.
Assign labels to the records you want to include, filter by those labels, and export the filtered list.
Filtering and Managing Labels in Reports
Excluding Certain Labels from a Deals Report
To exclude specific labels from a deals report:
Add a filter to your report that excludes the unwanted labels using a condition like "is not" or "is not any of" depending on what you're looking
The report will display only the deals with the desired labels, excluding those with unwanted labels.
Conclusion
Managing and exporting labels in Pipedrive is a straightforward process that enhances your ability to organize and analyze data. By following the steps outlined above, you can efficiently filter, export, and manage labels to meet your business needs.