CRM

YBrüggemann
Member

How to add tags to contacts?

SOLVE

Since all the other thread are already old and the solutions no longer avaiable, here again the question:

How can I add tags to a contact?

For example I have several costumers booking a Journey. I want tags for which journey they booked. 

Or there are signing for a golf weekend. So I need tags for which tournament they signed in etc... so I can make lists for the suppliers out of it..

Thank you!

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

How to add tags to contacts?

SOLVE

Hi @YBrüggemann,

 

Generally it's best practice to use custom properties for this: https://knowledge.hubspot.com/properties/create-and-edit-properties

 

For example, you can create a property with multiple checkboxes. This would not be called a tag but generally behave like one.

 

This is how you would edit your "tags": https://knowledge.hubspot.com/records/update-a-property-value-for-a-record

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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MAntonucci
Participant

How to add tags to contacts?

SOLVE

IMO this is one of the biggest blunders of HubSpot. Tagging is one of the most important features of any CRM, to assist in searching, categorizing, etc. This solution that people suggest of "adding custom fields/properties" is a workaround that is cumbersome at best and actually doesn't really address the missing functionality. HubTags seemed like an ideal solution, but they just went under. Hubspot really needs to add this as a feature, ASAP!

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to add tags to contacts?

SOLVE

Hi @YBrüggemann,

 

Generally it's best practice to use custom properties for this: https://knowledge.hubspot.com/properties/create-and-edit-properties

 

For example, you can create a property with multiple checkboxes. This would not be called a tag but generally behave like one.

 

This is how you would edit your "tags": https://knowledge.hubspot.com/records/update-a-property-value-for-a-record

 

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.

0 Upvotes
YBrüggemann
Member

How to add tags to contacts?

SOLVE

Thank you, I will try!

0 Upvotes