Contact or Company Tags?

Couldn’t agree more. Tags are one of the most fundamental features of a marketing automation platform so it’s pretty mind-blowing that HubSpot does not offer this. Hubspot, please listen to your users and add a tagging feature!

I agree…please add tagging feature

We use ACT but without the ability to create groups or tags we cannot possibly move across to Hubspot which is a real shame because its a great piece of software in every other respect.

Please get Tags working on Hubspot!!

Apparently, I’ve had this in the wrong place all this time (https://community.hubspot.com/t5/Contacts-Companies-Deals/Tags-for-deals-contacts-companies/m-p/199189) so I’m finally getting around to posting it here. The “answer” provided in the other forum is not an answer, it is a placation.

We would like to be able to tag a company, contact, or deal (mainly deals). We’d then like to be able to search for entries that do or do not have one or more tags. We can accomplish something similar with different sales pipelines, but here’s the use case:

Customer is in the pipeline. Contact says “we’ll buy, but not until fourth quarter.” 31 days pass. There’s no way to push that deal to the side but keep it part of the pipeline for our CR staff to follow up on, since they’re supposed to follow-up with any customer that hasn’t been contact in 30 days. Sure, they could read the notes and figure it out, but that’s time wasted. If we could tag that deal as “Postponed” or something, then they wouldn’t even see it in their search results (search for all deals > 30 days contact & not tagged “Postponed”).

Tagging would help coordinate things at a user-customizable level without involving HubSpot for assistance. For instance, you could tag contacts, deals, and companies as “Startups” or “Established” or “West Coast” or “East Coast” or “Blue” and “Red” or whatever you want. Having the tags means you can search for things however you want. And report on things that match those tags as well.

Mostly though, we want to be able to tag deals as being “HOT” or “Delayed” :slightly_smiling_face:

We would like to be able to tag a company, contact, or deal (mainly deals). We’d then like to be able to search for entries that do or do not have one or more tags. We can accomplish something similar with different sales pipelines, but here’s the use case:

Customer is in the pipeline. Contact says “we’ll buy, but not until fourth quarter.” 31 days pass. There’s no way to push that deal to the side but keep it part of the pipeline for our CR staff to follow up on, since they’re supposed to follow-up with any customer that hasn’t been contact in 30 days. Sure, they could read the notes and figure it out, but that’s time wasted. If we could tag that deal as “Postponed” or something, then they wouldn’t even see it in their search results (search for all deals > 30 days contact & not tagged “Postponed”).

Tagging would help coordinate things at a user-customizable level without involving HubSpot for assistance. For instance, you could tag contacts, deals, and companies as “Startups” or “Established” or “West Coast” or “East Coast” or “Blue” and “Red” or whatever you want. Having the tags means you can search for things however you want.

Mostly though, we want to be able to tag deals as being “HOT” or “Delayed” :slightly_smiling_face:

Hi @eloyd Great suggestion
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, but at this time the HubSpot CRM does not incoproate tags of any kind. You might be able to get similar results by creating a custom property and filtering your views based on that property.

Can you head over to the ideas forum and add this suggestion as a post?

Ed

Yes, this is needed. Please add.

Hi, I was just wondering if a tagging ability will be implemented in the future. I think its a really important feature.
Thanks
Tony

further to Ed’s accepted solution… when you create your custom property, I suggest grouping your tag options into a multiple checkbox… in my case, I’ve created a property “Waiting For” and I’ve added a list of hardware prototypes the leads are waiting for …

Justin Rosenberg

Corporate Finance – Executive Director

Gleneagle Securities (Aust) Pty Limited

https://blog.gleneagle.com.au/

Email: justin.rosenberg@gleneagle.com.au

https://www.linkedin.com/in/justin-rosenberg/

As the OP, I never accepted Ed’s “solution.” He forced the acceptance as a HubSpot employee. I have since unaccepted the solution.

I consider any custom property-based solution to be a parital one, at best, since it must be created, managed, and tracked separately for contacts, deals, companies, etc.

A true tagging system would be global across the platform, allowing the tag applied to a contact to be visible while looking for that contact’s deals, and vice versa.

Yes, this would be a really useful feature to have…

*We really need this feature too ! !

+1 I’d really like to have a feature like this.

Lack of tag support is one of the two biggest features missing from HubSpot CRM and would probably be the easiest (and most game-changing) one to add. +100000000000000000000000

Agreed, I think a tagging system within Hubspot would be immensely helpful. Very surprising that such has system has not been implemented yet. Hopefully, HubSpot will implement a tagging system in the near future. Fingers crossed.

This would be so useful in order to close deals faster. +1

We need tags as well, so basic but so useful

Totally agree. I’m a new user to Hubspot - and tags would be key. Not sure why this would be so hard for them to implement. You’re able to place tag/key words in workflows - it’s the same concept.

I don’t think a custom property is really a solution to tags. It would be great if proper tagging could be implemented.
Replies that suggest custom fields fundamentally midunderstand the nature of tags, their usefulness and how they are used.
Please add tags HubSpot, browsing this forum for 5 minutes clearly shows multiple requests for this feature dating back well over a year. Many of your competitors support this basic feature, it would be great if you chose to implement it.

Some of the examples given on the OP could likely be done with custom fields, but in general a Tags capability is desperately needed on Contacts, Companies, and Deals. This is a competitive gap with other CRM and related applications.