Tag-like way to indicate multiple company servicesSOLVE
May 8, 2018 12:04 PM
The companies in my CRM offer multiple services, nad not all companies offer the same service. I'd like to be able to filter on these services. Here's a use case:
Company A provides: restaurant, catering, branded products, room rentals
Company B provides: restaurant, catering, food truck
Ideally I could assign tags, and filter when needed on these tags, but Hubspot does not offer tags. Currently I am creating separate properties and assigning a Y or N value but it feels clunky. My companies can offer up to 10 different services I am tracking.
Is there a better way?
Solved! Go to Solution.
May 8, 2018 1:17 PM
I would recommend using the multiple checkboxes feature. This way you can use it as a filter, but there is only one property actually handling this. If you use it in this fashion, it's almost identical to using a tag functionality.
If you have any issues with this, ping me and I can walk you through it.
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