Thanks Will - exactly and well-said! HubSpot properties do get lost in the pile, you need to be an expert user to design and build it all in a half-decent way and then it just gets too hard. One of my clients uses NationBuilder (yikes!) which uses tags but as long as we have some protocols, they don’t get too messy and without tags, my client won’t be moving from NB to HS as I’d like as there is no way too apply the categorisation needed in a simple way. Thanks again Will - hopefully HS crew read your post.
@mayall @Dylan
it’s so uncomfortable without tags 
I can’t just select what I need and apply the tag, I have to edit some properties and don’t want to edit, and I don’t see a way to do it that my colleges would get it.
And I just spent like 30 minutes trying to organize the companies, it would be much quicker in Excel
Yes please add tags!
Not having tags available is a real issue, this should be added. I regret that this feature is not available. I will have to proceed to create 30 custom fields in the db, with 1s or 0s. This will for sure impact HS performance.
This makes customized sorting impossible. I want to sort contacts by product interest or which boards they serve one…simple tag search allows for this IF YOU ACTUALLY ADDED THAT! Why not an advanced search the lets us click search by TAGS?
Not having this feature, it very limiting to our organization. At the same time, it’s a strange that it’s not implemented given how straightforward and common this feature is for CRMs in general. Hubspot lacking this feature despite being requested by users for years definitely gives SalesForce’s CRM platform an edge.
It’s an easy and lightweight way of starting to collect info about contacts. As a beginner I am missing this in HubSpot.
We have this same requirement for “flexible tags”. We are transitioning from Copper CRM (was called Prosperworks) for the marketing platform at Hubspot, not for the CRM. The CRM seems deficient compared to Copper, which itself is far from perfect. The main problem so far is the lack of flexible tagging which allows a Custom Field or Property named Tag Name and allowing for automatic assignment of tag names to its list as they are required. In Copper, those tag names can be searched in Company, Contacts (People) and Deals (Opportunities) for something like product interest. This allows the easy creation of lists for marketing campaigns or supplier reports. The list can be edited and tags merged in case multiple tags are used for the same thing, either by error or by an abbreviation. This would be very difficult to do with a multiple checkbox list as it would require diligence during record creation and would be difficult to edit, as a filter could not be used to add or change tags for a group of records. Here is the Copper description: Adding and editing Tags | Copper Help Center
We created a cutom “tag” property with multi-select options. BUt there is no way to add an option on the fly. IT requires going to settings/crm/data/properties searching for the propery and editing it. WAy to time-consuming, plus unavailable to those without access to editing properties.
Also in another CRM i use, tags can be organized in outlines which is handy. They aer easy to search on too.
Please add a tag feature
Not quite the same use case, but our team would love to have the option to tag tickets - ideally with sub tags. We have dozens of tag types for our customer support tickets and using custom properties to create categories is a decent fix for now but the number of needed categories is overwhelming and will become unmanageable as we grow. Would love tags and sub tags!
Correct me if I am wrong, but if a contact already has checkboxes selected, you cannot select a new checkbox in the field in a mass edit. It will overwrite the other checkboxes and leave the contact with one box checked. This is the same behavior for text fields, rather than adding to the text that’s there, it is replaced. The benefit of tags is that they are not replaced but added to - or at least I think that’s why you should consider them. At this point, I have to create new custom fields for any and every type of grouping or a list. It creates a lot of clutter. It would be much simpler to tag and then sort/create a segment by an exact match tag.
The advantages of using tags over alternative options in HubSpot is their speed, flexibility and customization. It is very quick to add a tag, it doesn’t require planning future use, it is responsive to an immediate need that maybe will never exist again and causes less clutter than a one-time list or other type of field. HubSpot knows this. They don’t need me to tell them. HubSpots competitors know this and have implemented it with great success and to great customer satisfaction. The price of HubSpot definitely warrants this development and keeping up with the market and user needs and preferences. So why is this not a priority for HubSpot?
Ironic that tags are utilized on the HubSpot Community site however.
WORD.
I agree it would be nice to @mention other contacts from within notes or comments and toggle between related entities other than by company: Most of my business is referrals and I’d like to somehow link those contactscontacts
While I still manage some HubSpot accounts, I gave up waiting for tags in HubSpot and added them to an in-house CRM — in one morning. They are literally the most useful tool in the CRM.
Come on HubSpot, it’s not that hard!
Moving from Contactually to HubSpot to get a more complete solution, and we use Tags all the time there.
It allows real simple filtering for Email Lists, so that you can tag people with Newsletter for example, and then generate an email list based on that Tag.
If we can’t do this, we will have to continue to use Contactually for Email Sends, and use HubSpot for everything else, which is a shame we can’t move entirely.
In terms of mass importing filtering, I don’t think the multiple checkboxes really work, personally, because it can’t auto tag by campaign or sector without advanced workflows.
I agree Hubspot needs tags. Currently using the custom properties causes a number of issues:
- It is slow and clubersome to set-up, maintain and sort
- Updating more than one contact at a (e.g. for multi-select check list) requires implentation of workflows
- If you edit a custom field with mult-select for example it does not appended the data and can therefore wipe important information from the fields
- All the custom fields we require, clog up the appearannce of the contact properties and therefore make it visual stressful for colleagues to keep the data update
It is such a shame as this approach is not only used by other CRMs and it would be an incredible assest to the Hubspot feature list.
A halfway house could be a custom fields that only lets you append and remove items rather than outright replace. It would not be an ideal solution but it would be better than we currently have.
Please, please, please can we have something done about this.