![]() Next, let’s move the workflows to the corresponding folders. In this example, let’s name the folders Marketing, Sales, and CRM Updates. ![]() ![]() That information is already giving you an idea of a naming convention you can use to create folders. Let’s say you have reviewed the 100 workflows that are turned on, and most of them are related to marketing campaigns, routing leads to your sales team, and updating certain properties. you can go through the same process to establish naming conventions, but it will take a little longer to apply and update everything.Ī naming convention is basically a descriptive and standardized name that will be used repeatedly throughout your HubSpot portal in order to help your team members locate things easier and stay organized.Ī good way to start is by doing a quick audit of workflows since they are usually associated with other items like forms and lists. If you have a portal full of files, workflows, pages, etc. That way you won’t have too many updates to do inside your HubSpot portal. If your portal is relatively new and you still haven’t created too many files, lists, pages, etc., it’s a great time to get started. When Should I Establish Naming Conventions? In this blog, we will show you how to analyze what you have in your portal and establish a naming convention. That’s why it is important to establish a naming convention and organize everything in folders in a way that is clear and documented for your whole team. ![]() Creating a pattern when naming files, lists, properties, pages, workflows, and other tools and assets in HubSpot is key to staying organized and making it easy for any team member to locate the right item in the portal.Īs your portal grows with data and new campaigns, it is easy to find yourself recreating something that already exists because you could not find it by searching for a reasonable name. ![]()
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