Add Labels and Automate Actions for Opportunities
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John Perfidio
Have the ability to add customizable labels to opportunity cards for better organization and visibility. These labels would appear on top of the cards and could trigger automations whenever they are created. I’ve attached a screenshot with an example of what these labels look like, circled for reference.
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J
Jeremy Mish
Was just having this type of conversation with my sales director. Labels would be fantastic for marking follow up dates.
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Tyler Uenaka
This would be super super helpful since I also run a real estate business. Tags would be super helpful for the team!