General Info
Deal labels are an excellent tool to use and further categorize your deals (for example, loan type, lender, referral source, etc.).
You can utilize deal labels to set up reports or filter deals with certain labels.
Adding label to deal
From Deal View
When you open a Deal, in the top right corner of Deal View, among the green buttons click on the 'Pen' icon and in the given menu select "Add/Edit Labels" option.
By clicking on it you will get a popup screen with all available labels you can apply to your deal.
If you have created custom deal labels in Settings, they will appear here for selection, along with system default labels.
Clicking on ‘ADD LABEL(S)’ will guide you to Settings page where you can quickly create new labels that you can use. For more on how to create labels click here.
From Deal Card
Deal labels can also be applied from any Workflow.
To label a deal from a Workflow, click on the three dots menu of deal card and choose "Select labels" option.
When adding labels this way, please reload your browser page to see the changes.
Adding labels to documents and tasks
In Deal View you can also put a label to a document or task just by clicking on the label icon in the right corner of that document/task.
At this time, tasks and documents associated with deals or contacts will not have an option to filter them by label.
Using labels to filter deals
For instance, if you want to filter deals by certain labels inside a specific Workflow, you can do it by going to that Workflow, then clicking "Filters" button and configure an existing filter or create a new one with selected labels as a filtering criteria (same practice applies for Contacts).
If more labels are selected in one filter, this will filter deals that have ALL the selected labels in it. The filter uses the 'and' rule here.
Meaning, if you have one deal where you have a 'purchase' and 'on hold' label attached, and a second deal where you have only the label 'purchase' attached, with a deal filter that has both these labels selected, results will bring you only the first deal that carries both labels.