CRM

SharonM
Member

Company tags / labels

SOLVE

Is there a way to create some kind of a tag for companies, where users are able to add new tags directly from the company record screen?
I searched alot and seems like this is not an option.

I can either create a custome propert with multiselect, but than I need to predefine the options for the tags and only way to update and add new options is in the settings (as Admin), or I can create a text property, which will have all the words show up together, and will be prone to mistakes.

I am looking for something similar to any task platform, for example, where you can add lables "on the go" and each users will be able to add info such as 'good', 'cold', 'contacted', etc.

Here is an example from Notion, as you can see at the top- it mentions you can select an option or create one (from the same main view) by typing in.

SharonM_0-1729438376900.png

 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Company tags / labels

SOLVE

Hi @SharonM,

 

This is unfortunately not possible, no. There is no feature in HubSpot which would let you add tags as you go. The best option, as you already mentioned, is using a multiple checkboxes property for this, which – correct – requires 'Edit property' permissions.

 

You could request this in HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas – the product team reviews these requests based on their popularity.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Company tags / labels

SOLVE

Hi @SharonM,

 

This is unfortunately not possible, no. There is no feature in HubSpot which would let you add tags as you go. The best option, as you already mentioned, is using a multiple checkboxes property for this, which – correct – requires 'Edit property' permissions.

 

You could request this in HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas – the product team reviews these requests based on their popularity.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

BérangèreL
Community Manager
Community Manager

Company tags / labels

SOLVE

Hi @SharonM and welcome to the Community!
We are so glad to have you here!

Thanks for asking the Community!

I'd like to share this article "Create and use association labels" that might be of interest to you!

Also, I'd love to ask our Top Experts to join this conversation: Hi @Jnix284, @LouiseHare and @00000 do you have suggestions to help @SharonM, please?

Thank you so much and have a fantastic day!

Best,
Bérangère


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