How To Create Deal Tags In HubSpot: A Step-By-Step Guide For Sales Teams
If you're working in HubSpot, you've probably noticed deal tags hanging out in your deals. Here's the thing: they're absolute game-changers for keeping your sales team focused on what matters most. Deal tags help you automatically flag deals that meet specific criteria, so you're not manually sorting through pipelines. Let's walk through how to set this up from scratch.
Why Deal Tags Matter For Your Sales Team
Think of deal tags as your CRM's way of saying, "Hey, pay attention to this one." They're perfect for highlighting deals that meet your priorities. Want to surface every deal over $2,000 that hasn't closed yet? Done. Need to flag high-value opportunities across multiple pipelines? Deal tags've got you covered. The best part: HubSpot applies them automatically based on rules you set, so your team stays on the same page without extra manual work.
How To Access Deal Tags In HubSpot
Here's where you'll find deal tags in your HubSpot account:
- Log into HubSpot and click the gear icon to access settings
- In the left sidebar, navigate to Data Management
- Select Objects, then click Deals
- Click the Pipeline tab
- Look for the Deal Tags tab below the pipeline section
If you haven't created any deal tags yet, you'll see an empty slate. No worries, that's what we're fixing right now.
Creating Your First Deal Tag: Step-By-Step
Let's create a practical example: a tag for deals over $2,000 that haven't closed yet. This kind of tag helps your team focus on substantial opportunities that are still in play.
Step 1: Start A New Deal Tag
Click on Manage Deal Tags in the Deal Tags section. This takes you to the deal tag customization area where you can build from scratch. You'll see an option to add a new tag, so click that.
Step 2: Name Your Tag
Give your tag a short, memorable name. In our example, we'll use something like "$2K Plus Not Closed." Keep it snappy so your team quickly understands what it means without having to think about it.
Step 3: Add A Description
Include a clear description of your tag's purpose. You might write something like "Deals with amounts greater than or equal to $2,000 that haven't closed yet." This helps anyone on your team understand exactly why a deal's getting flagged.
Step 4: Choose A Color
Pick a color that stands out and makes sense for your workflow. Purple works great for high-priority deals, but choose what feels right for your team. The visual consistency helps everyone scan their pipeline faster.
Step 5: Select Your Pipelines
Decide which pipelines this tag should apply to. You can apply it across all your pipelines, or just your sales pipeline if that's your main focus. This flexibility lets you tailor tags to different sales processes.
Setting Up The Filters That Actually Do The Work
This is where the magic happens. Filters determine which deals automatically get your tag. Click Next to move to the Filters section. Here's what you'll do:
- Click Add Filter to create your first rule
- Select the deal property you want to filter by (in our example, Amount)
- Set your condition (Amount is greater than or equal to)
- Enter your value ($2,000)
- Add a second filter for "Is Closed Won" equals False
You can use deal properties like Amount, Close Date, Deal Stage, and more. HubSpot will automatically apply your tag to any deals matching all your filter conditions, keeping everything organized without manual effort.
Let Your Deal Tags Work For You
Once you've created your deal tags, they'll quietly work in the background, automatically tagging deals as they move through your pipeline. Your team gets instant visibility into deals that matter most, and you spend less time hunting for opportunities that need attention. That's what good CRM efficiency looks like.
