Tags for deals, contacts, companies
Apparently, I've had this in the wrong place all this time (https://community.hubspot.com/t5/Contacts-Companies-Deals/Tags-for-deals-contacts-companies/m-p/1991...) so I'm finally getting around to posting it here. The "answer" provided in the other forum is not an answer, it is a placation.
We would like to be able to tag a company, contact, or deal (mainly deals). We'd then like to be able to search for entries that do or do not have one or more tags. We can accomplish something similar with different sales pipelines, but here's the use case:
Customer is in the pipeline. Contact says "we'll buy, but not until fourth quarter." 31 days pass. There's no way to push that deal to the side but keep it part of the pipeline for our CR staff to follow up on, since they're supposed to follow-up with any customer that hasn't been contact in 30 days. Sure, they could read the notes and figure it out, but that's time wasted. If we could tag that deal as "Postponed" or something, then they wouldn't even see it in their search results (search for all deals > 30 days contact & not tagged "Postponed").
Tagging would help coordinate things at a user-customizable level without involving HubSpot for assistance. For instance, you could tag contacts, deals, and companies as "Startups" or "Established" or "West Coast" or "East Coast" or "Blue" and "Red" or whatever you want. Having the tags means you can search for things however you want. And report on things that match those tags as well.
Mostly though, we want to be able to tag deals as being "HOT" or "Delayed" :-)