If you're managing customer onboarding in a HubSpot deal or ticket pipeline, especially at a high-volume, you know how important it is to have an at-a-glance overview of your customer's progress.
You can set up tags on your onboarding pipeline to be able to easily track the critical data points that mean the most to you.
In this example, we're creating a tag when a customer has an overdue task in their Arrows onboarding plan.
Make sure you've set up the Arrows -> HubSpot data sync ahead of time.
Here are the properties we'll be using for this tip:
(We'll use deals in this example, but the functionality will be the same if you're using tickets for onboarding)
To access your deal tags, go to Settings > Deals > Pipelines > Customize deal tags > Add tag
In this example, we want to show a tag on the onboarding pipeline when a customer has 1 or more overdue tasks in their Arrows plan.
We're filtering by:
Now you're all set! Here's how the tags will appear on your pipeline once the deal or ticket object your Arrows plan is associated with meets that criteria:
🌟 Bonus: you can also set up this HubSpot custom report to track all customers with overdue tasks!
Explore easy-to-setup templates to kickstart your onboarding process in no time.View all templates