CRM

bencesales
Member

Ability to tag workflow types

SOLVE

We are using a lot of workflows to manage our sales team, but there are a lot of differencies between each workflow's goal. I would like to be able to tag workflows in a way that I can filter those that are purely CRM related or purely Sales Process related. Folders are just not enough to categorize your workflows.

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1 Accepted solution
EmmaWashington
Solution
Top Contributor

Ability to tag workflow types

SOLVE

Hi @bencesales! HubSpot does not offer the ability to "tag" assets, but perhaps using the Campaigns feature will allow you to visualize the collective performance of your groups of workflows.

 

Go to Marketingn > Planning & Strategy > Campaigns. Here you create a new campaign, like Reviews in the example below, and everything you create in support of gathering reviews can go under that campaign.

EmmaWashington_0-1598893344982.png

 

And what's really cool about Campaigns is you can see how much revenue is attributed to each. 

 

Good luck!

Emma

 

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1 Reply 1
EmmaWashington
Solution
Top Contributor

Ability to tag workflow types

SOLVE

Hi @bencesales! HubSpot does not offer the ability to "tag" assets, but perhaps using the Campaigns feature will allow you to visualize the collective performance of your groups of workflows.

 

Go to Marketingn > Planning & Strategy > Campaigns. Here you create a new campaign, like Reviews in the example below, and everything you create in support of gathering reviews can go under that campaign.

EmmaWashington_0-1598893344982.png

 

And what's really cool about Campaigns is you can see how much revenue is attributed to each. 

 

Good luck!

Emma