Ability to tag workflow types

[bencesales]

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.

[EmmaWashington · Accepted solution]

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.

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

Good luck!

Emma