Quick summary
This tutorial shows how to create deal tags in HubSpot by navigating through Settings to the Pipelines configuration and using the Customize deal tags option. Deal tags let sales teams categorize and filter deals automatically, improving pipeline visibility and reporting accuracy.
Steps
- Navigate to Settings from the main HubSpot interface.
- Select the Objects tab in the left pane.
- Under Data Management, locate and click Deals.
- Move to the Pipelines tab.
- Select Customize deal tags from the available options.
- Create a deal tag by defining the appropriate filters and parameters.
- Hit Review Tag and save once you have defined all parameters.
- Confirm the success prompt indicating your deal tag was created.
