Create color-coded object tags

To help your teams quickly identify and prioritize the most important deals, tickets, leads, and custom object records in your pipelines, you can set up color-coded 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.

Once you've set up object tags, you can use the Deal Tags, Ticket Tags, Lead Tags, and [Custom object] tags properties in other HubSpot tools such as saved views, reports, workflows and lists.

Create object tags

The number of tags you can create is cumulative across all objects and the limit depends on your HubSpot subscription: 20 tags for accounts with Sales or Service Hub Starter, 40 tags for accounts with Sales or Service Hub Professional, and 80 tags for accounts with Sales or Service Hub Enterprise. Starter accounts can set up tags that apply to all pipelines, while Professional or Enterprise accounts can create tags for individual pipelines.

Users must have Super Admin permissions to create or edit object tags.

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, navigate to Objects, then select the object for which you want to create tags.
• Click the Pipelines tab.
• Click the [Object] Tags tab.

• To create a new object tag, click Add tag. For deal tags, you can select a preset tag, or click Create from scratch to customize your own.

• In the right panel, set up your object tag settings:
  • Enter a name and an optional description for the object tag.
  • Click the Color dropdown menu, then select the color assignment for the object tag.
  • By default, an object tag will apply to all pipelines. To assign an object tag to certain pipelines (Professional or Enterprise only), select Specific pipelines, then in the dropdown menu, select the checkboxes for pipelines you want the object tag to appear on.
• Click Next: Add Filters.
• Set up filters for when the object tag should appear:
  • Click +Add filter to add your first filter group.
  • By default, the tag will filter on the current object (e.g., Deals for a deal tag). To filter based on an associated object, click the Filtering on dropdown menu, then select the object to set criteria based on (e.g., a deal tag based on the deals' associated contacts).
  • Select the filter category (e.g., object properties, membership in a list/import).
  • Search for and select a property or list/import, then set your criteria.

Please note: you cannot currently set criteria based on stage or 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.

• • Within a group, click +Add filter to add additional criteria that must be met for the object tag. AND logic applies within a group, which means all filter criteria must be met within that group for the object tag to appear.
  • To add an additional filter group, click +Add filter group, then set your filters and criteria. OR logic applies across groups, which means all filter criteria in at least one group must be met for the object tag to appear.
  • Your changes are applied automatically. Click Discard changes to undo the changes. For new object tags, this will clear all filters. For existing object tags, it will revert back to the previously set filters.

• Click Next: Review Tag.
• View a preview of how the object tag will appear, as well as the object tag's settings and filters.
• Once you're done, click Save.

Once created, object tags will appear on applicable cards in board view and on individual records. For a user's individual views, they can filter their records by [Deal/ticket/lead/object] tags to show only records with specific object tags, or can choose to show or hide all object tags in a view.

Edit or delete object tags

In your object tag settings, you can manage or delete existing object tags. Users must have Super Admin permissions in order to edit or delete object tags.

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, navigate to Objects, then select the object for which you want to edit tags.
• Click the Pipelines tab.
• Click the [Object] tags tab.
• By default, object tags for all pipelines will be shown. To view only certain pipelines, click the Filter by dropdown menu and select the checkboxes for the pipelines you want to view.
• In the Pipeline Assignment column, view which pipeline an existing object tag appears in, either All pipelines, or specific pipelines (Professional and Enterprise only).
• To edit an existing object tag's settings and filters, hover over the object tag, then click Edit.
• To delete an existing object tag, hover over the object tag, then click Delete. In the dialog box, click Delete tag to confirm.

Learn more about customizing deal pipelines, ticket pipelines, or custom object pipelines.

Show or hide object tags in a view

Once you create object tags, they'll appear on 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.

Please note: an assigned seat is required to view tags on the object home pages. Users without an assigned seat can view deal and ticket tags on individual records.

• Navigate to your records:
  • In your HubSpot account, navigate to CRM > Deals.
  • In your HubSpot account, navigate to CRM > Tickets.
  • In your HubSpot account, navigate to Workspaces > Prospecting. Click the Leads tab.
  • In your HubSpot account, navigate to CRM, then select the custom object.

• In listView list view, to include or remove object tags as a column:
  • Click Edit columns in the top right of the table.
  • On the left side of the dialog box, search for [Deal/Ticket/Lead/Object] Tags.
  • To show object tags, select the [Deal/Ticket/Lead/Object] Tags checkbox. On the right, click and drag [Deal/Ticket/Lead/Object] Tags to your desired position in the column order, or click Move to top to set it as the second column following a record's name.
  • To hide object tags, clear the [Deal/Ticket/Lead/Object] Tags checkbox. The object tags will no longer appear as a column in your view.
  • Click Apply.

• For deals, tickets, and custom objects in grid board view, to show or hide object tags on board cards:
  • Click Board options, then select Edit cards.
  • To show object tags on your board cards, select the Display tags checkbox.
  • To hide object tags on your board cards, clear the checkbox.
  • Click Save.

Learn more about how to customize columns in list view and edit the appearance of cards in board view.

View tags on a record

Users with permissions to view an object can view tags on individual records.

To view a record's tags:

• Navigate to your records:
  • In your HubSpot account, navigate to CRM > Deals.
  • In your HubSpot account, navigate to CRM > Tickets.
  • In your HubSpot account, navigate to Workspaces > Prospecting. Click the Leads tab.
  • In your HubSpot account, navigate to CRM, then select the custom object.
• Click the name of the record.
• In the left panel, in a properties section, click Actions > View all properties, then search for [Deal/Ticket/Lead/Object] Tags.
• To view when the tags were set, hover over the property, then click Details.

Learn more about viewing and editing property values on a record.