Unleash HubSpot's Potential: Mastering Color-Coded Deal Tags
Create at-a-glance tags to highlight deals within the card view of your HubSpot pipeline!
In this step-by-step video, we'll review:
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What deal tags are (and how they help your team)
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How to create custom deal tags
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Ways to filter within the card view of your pipelines
Pipelines looking a little unorganized?
Pipelines on their own are a fantastic top down view of all the deal activity your sales team conjures up—but important deals can get muddied when things get busy.
If you don't utilize organization tactics like color-coded deal tags, you might see:
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Critical deal deadlines slipping through the cracks
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Misalignment of your sales team's priorities
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High priority deals buried in with the small fries
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Old deals hanging around long after the opportunity has passed
Never miss a critical deal opportunity again!
Creating tags keeps your sales team organized to improve deal visibility and offers high level insights into trending data.
Add color-coded tags to your portal and you can:
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Improve deal visibility for your sales reps
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See trends in your pipeline before reporting
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Prevent low-priority deals from dominating your reps time
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And so much more!