Identifying your most important customers

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

We have a bunch of customers that we’ve marked as Target Accounts; is there a way to add an instantly visible label/icon/symbol/colour to these company records to immediately identify them as important customers? I’d like to use this identifier to also highlight to our support desk when one of these customers raise a support case, and for the Customer Success rep to get an alert that a case has been opened. Would love to hear how others have achieved this. Thanks!

2

Hi @CP02,

The probably simplest way to do this would be a custom checkbox property that includes an instantly visible emoji in it’s property name, such as :warning:

Once placed in the left sidebar of a record, this will pop out :slightly_smiling_face: If you have an existing property, you can also simply rename that one to include an emoji.

Best regards!

3

Thank you karstenkoehler, that would certainly work. I appreciate you taking the time to reply.

4

Hey @CP02

if you have these companies marked as target account

everytime a company that is a target account creates a new ticket

you can set the Ticket priority to high or create a color tag.

Here is a guide on how to create color tags

look for the Target account = true property in Companies.

hope this helps

5

Hi @CP02,

Good news, HubSpot is introducing colors in properties! This is a currently private beta. You can check if you have access under Settings > Product updates > All product updates. (If not, you’ll have be patient for a bit longer.)

CRM

Apply colors to property options

February 12, 2025

What is it?

You can now apply colors to property options, enabling a more visually-driven, delightful experience in the CRM.

karstenkoehler_2-1739424158335.png
karstenkoehler_2-1739424158335.png805×304 42.2 KB

Why does it matter?

Property option colors make skimming an index page table or record page to get actionable insights easy and fast. For example, you can:

  • Apply red, yellow, or green dots to a custom ‘status’ property, so that users can immediately focus on blockers when viewing an index page table
  • Color-code a default ‘type’ property such as lead type or deal type, so that you can quickly glance at a record and understand what category it falls into

How does it work?

Settings > Properties > Edit Property > Field Type > Option display mode

karstenkoehler_3-1739424162584.png
karstenkoehler_3-1739424162584.png931×858 85.1 KB

  • For multi-value enumeration properties, users can choose ‘text inside colored tag.’
  • For single-value enumeration properties, users can choose the ‘text with colored dot’ or ‘text inside colored badge’ display options.

Note:

  • Colors cannot be applied to
    • pipeline stage properties (deal pipeline stage, contact lifecycle stage)
    • deal pipeline or ticket pipeline properties.
  • Colors are not carried over to sync properties.

Who gets it?

All Hubs and Editions

Best regards!