What are labels?
There are three labels available in Pipeliner CRM: focus, hot, and stalled. The green "focus" symbol is shaped like a target and indicates which opportunities you want your salespeople to focus on. The red "hot" symbol is shaped like a flame and indicates which opportunities are likely to close sooner. The blue "stalled" symbol is shaped like a pause and indicates which opportunities are delayed in your pipeliner. These labels are a great way for you to visualize the opportunities in your pipeline at a glance.
How do I add a label from the pipeliner view?
- Click on Opportunities from the Navigation bar
- Open the Power Panel
- Click Show Labels on the Lead/Opportunity Card and click Save
- Now select you can click on an opportunity card and select a label
How do I had a label from within an Opportunity?
- Click on or search for an opportunity
- Click on one of the labels