Sales Hub Tools

DBusch
Contributor

Deal tag for Deals without associated Champion

SOLVE

Hello guys, I would like to identify in deals with using a deal tag when there is no associated contact with the association label "champion".

 

It's possible to create a deal tag if a deal IS linked to a contact with the association label "Champion".
It seems it's not possible to create one if a deal IS NOT linked to a contact with a specific association label.

 

I've tried from the deal tag -> Not possible

I've tried creating a deal based list -> Not possible either

 

Do you see any solution to do this ?

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

Deal tag for Deals without associated Champion

SOLVE

@DBusch this is what I'd do:

 

karstenkoehler_1-1713433323335.png

 

This still leaves a small gap when an association label is removed from a contact - in that case, the workflow would not trigger again and the deal tag would display incorrectly. If you can accept that gap, I think that's the best approach.

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.

View solution in original post

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5 Replies 5
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Deal tag for Deals without associated Champion

SOLVE

Hi @DBusch,

 

How about using a workflow to set a custom single checkbox property to "Yes" when the deal is associated with a contact labeled as "champion", then displaying the deal tag for deals where the checkbox property is not "Yes"?

 

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
DBusch
Contributor

Deal tag for Deals without associated Champion

SOLVE

Can you trigger a workflow based on an association label update ?

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

Deal tag for Deals without associated Champion

SOLVE

@DBusch this is what I'd do:

 

karstenkoehler_1-1713433323335.png

 

This still leaves a small gap when an association label is removed from a contact - in that case, the workflow would not trigger again and the deal tag would display incorrectly. If you can accept that gap, I think that's the best approach.

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
DBusch
Contributor

Deal tag for Deals without associated Champion

SOLVE

Thanks for your reply !
I've decided to move away from the association label for this use case, using the "Buying role" field on contact which allows me to display tags. The only thing is that buying role applies for all deals where the contact is involved and not for a given deal specifically.

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

Deal tag for Deals without associated Champion

SOLVE

@DBusch that's also an option, yes 🙂

 

If you still found my workaround helpful, considering accepting it as a solution. It might help others and that way they'll find it more easily.

 

Thank you and have a great day!

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