What is best practice for managing large volume of source tags?

Karen G

Hello! I am wanting to track any deals that come from events we run with partners.

Easy enough to add a tag "Partner Event" or similar to a "source" data field, but if I want to add a tag for specific events what is the best way to manage that?

Initially it would not be an issue, but eventually we would have an unwieldy amount of tags. I presume deleting them messes with data and reporting, is there a way for them to be hidden or archived?

Or is there a better method altogether?

Thanks in advance!

Helio

Hello @Karen G

I hope you are doing well!

For this type of situation, I’d recommend either adding new labels to the Deal Labels or using a Single/Multiple Option custom field.

In my opinion, a Single Option custom field would give you more control over managing sources, allowing you to add new ones as needed. Meanwhile, Deal Labels are great for categorizing deals, like marking them as warm, cold, etc.

Another advantage of using a Single Option custom field is that if you’re on the Professional plan or higher, you can create reports based on this field for better insights.

Hope this helps! Let me know if you have any questions. 😊

Karen G

Thanks Helio, this doesn't quite answer my question - let me see if I can be clearer!

So let's say I use the single option custom field to create a "Source" field that has choices like Partner Event 1, Partner Event 2, LinkedIn Post 1, LinkedIn Post 2 etc. etc. Eventually there are going to be a LOT of options there (as opposed to a system where I am just using broad categories like "Partner Events").

Is there anything I can do so the sales team aren't having to scroll through potentially hundreds of options? So let's say after an event we allow 3 months to follow-up leads, but after that I want to hide the optoin from the single option custom field without losing the data of which deals came from that event?

Karen G

I am having trouble posting a reply, this is a little test.

Karen G

Thanks Helio, this doesn't quite answer my question - let me see if I can be clearer!

So let's say I use the single option custom field to create a "Source" field that has choices like Partner Event 1, Partner Event 2, LinkedIn Post 1, LinkedIn Post 2 etc. etc. Eventually there are going to be a LOT of options there (as opposed to a system where I am just using broad categories like "Partner Events"). So is there anything I can do so the sales team aren't having to scroll through potentially hundreds of options?

So let's say after an event we allow 3 months to follow-up leads, but after that I want to hide the option from the single option custom field without losing the data of which deals came from that event?

I hope that makes a bit more sense!

Karen G

Thanks Helio, this doesn't quite answer my question - let me see if I can be clearer!

Let's say I use the single option custom field to create a "Source" field that has choices like Partner Event 1, Partner Event 2, LinkedIn Post 1, LinkedIn Post 2 etc. etc. Eventually there are going to be a LOT of options there (as opposed to a system where I am just using broad categories like "Partner Events").

Is there anything I can do so the sales team aren't having to scroll through potentially hundreds of options? So let's say after an event we allow 3 months to follow-up leads, but after that I want to hide the option from the single option custom field without losing the data of which deals came from that event?

Hope that makes more sense!

Kene1995

This is useful info!

Kene1995

This is useful info here!