HubSpot Ideas

HStepan

Deal tags for specific stages

When creating tags on deals can we filter deal tags based on the Deal stage property. 

29 Replies
ahashimi
Member

Hubspot development team, please take a close look at this, adding the ability to filter default object stages for tags (deals, contacts, etc), and eventually filtering custom object stages for tags once they become available, adds an entirely new use case for tags.  Adding the ability to use object stages to filter tags allows us to provide stage-specific tags within any deal or other object stage that seamlessly disappears upon moving the object card to a different stage.  This can act as a quick action item or to-do item that appears on the deal card without having to manage these action items using the tasks feature.  Providing users the ability to live inside their pipeline view without having to toggle between multiple screens to accomplish a task is very powerful.

christa
Contributor

This is much needed. I discovered deal tags recently and have not been able to implement our use cases because of the lack of deal stage filtering for each tag. Not every stage is relevant to whatever tag we want to use. It seems odd that nearly all other deal properties are available and the 'closed = true/false is not granular enough.

Marie_
Contributor

Love this new functionality but agree, stage specific tags - or the ability to add stage to the filter - would be useful.

MZheng
Member

This is such an important and (should be) simple addition!

lucasdaoud
Member

We have some great tags in there already, but about 50% of the tags we wanted to add depend on the deal stage and would be so helpful if this was a filter option.

k-kilgore
Member

I agree, this is something definitely needed.  Would love to add a tag for just one specific Deal stage.

JRoss1021
Member

100%! Please prioritize this feature. An explosion of use cases are enabled by the simple ability to utilize "deal stage" in tag creation. PLEASE notify me when this is added. Thanks! 😃

hrsart
Member

We absolutely need it too !

ACalder
Member

Yes, we need this too... seriously useful

LDYAG
Member

Yes please! The ability to apply deal tags only in specific deal stages would make this functionality much more useful!

美田中
Member

ステージ毎でのタグが変わるので、本当に実装してほしいです。

mzebib68
Top Contributor

For those still interested in using deal stage in tags here is a work around:
1 - create a custom field
2 - set a WF to copy the current deal stage value to this new custom field
3 - then filter on this field in your tag.

et Voila !!!!

SComeau
Top Contributor

Yes! We need this ASAP. I have a tag that marks a Deal as "Overdue" if it is past the Close Date. This is great except it is marking ALL deals, including those Closed Lost. Please fix!!!

jhicks
Participant

Please implement this asap! Having a preset filter for stale deals without limiting that to open stages seems very broken. Now I have deals in closed won that are showing up as stale because the preset filter doesn't account for open deal stages or let me even select my own stages that this applies to.

 

Sure, I could create a property to attach the deal tag to and a workflow to turn that off and on, but this really should be something that we can filter during tag creation.

MChichorro
Member

This is so important, please implement this ASAP, it will help minimize some problems that the service hub currently has in regard to moving new replies to a specific status on highly complex pipelines. 

MBesse
Member

Deal Tags are sort of useless without having Deal Stage as an option for filtering. Would also help if you could manually add a tag. 

LokiStelz
Participant | Elite Partner

Agree - really need Deal Stage as a filtering option for this to add real value

DNordhausen
Member

I agree, this would be extremely helpful.

MBesse
Member

I used this from the post above and it worked. Just make sure the workflow uses the deal stage value instead of the name. That part was slightly confusing. 

‎Sep 29, 2023 4:58 AM
 
 

For those still interested in using deal stage in tags here is a work around:
1 - create a custom field
2 - set a WF to copy the current deal stage value to this new custom field
3 - then filter on this field in your tag.

et Voila !!!!

HCartledge
Member

Thanks MBesse but it's slightly mad we have to clutter up our fields to workaround this.

 

e.g. I want deals to be tagged as 'Golding cold' after different # of days, depending on deal stage. Chasing down a deal that near close is way more urgent than one that's earlier stage

 

Why are all other fields available, but not this crucial one?