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Last updated: September 21, 2023
To help your teams quickly identify and prioritize the most important deals and tickets in your pipelines, you can set up colored object tags based on certain criteria. For example, you could create a green deal tag called Large deal and assign it to any deal with an Amount value greater than $10,000.
Your account must have a Sales Hub subscription to create deal tags, or a Service Hub subscription to create ticket tags. Accounts with a Starter subscription can set up tags that apply to all pipelines, while accounts with a Professional or Enterprise subscription can create tags for individual pipelines.
Please note: you cannot currently set criteria based on the Deal stage or Ticket status properties. Object tags will appear on applicable records in all pipeline stages, however, you can set filters based on closed deal stages using the Is deal closed? property. To exclude closed deals, set the criteria for this property as is equal to: False.
Once created, object tags will appear on applicable deal or ticket cards in board view and on individual deal and ticket records. For a user's individual views, they can filter their records by [Deal/ticket] tags to show only deals or tickets with specific object tags, or can choose to show or hide all object tags in a view.
Once you create object tags, they'll appear on deal or ticket cards in board view by default, but you'll need to manually add object tags as a column in your list view. You can choose to hide or show object tags in your views at any time.