Creating and Managing Smart Tags in Pipelines

• Immediate prioritization — high-impact deals jump off the screen
• Less context-switching — no need to open each card or apply multiple filters
• Consistent team focus — everyone sees the same color cues, driving aligned action
• Custom to every workflow — build any combination of AND/OR conditions across Standard or Custom Opportunity fields

• Each pipeline supports up to 60 active Smart Tags
• Duplicate tags in the same pipeline (same color + rule) are blocked automatically
• Tags update automatically as deal data changes — no manual refresh required

• 1Find Smart Tags
  Go to Opportunities from your sub-account, click the Pipelines tab, then click the Edit button (from the three dots) on the pipeline you want to add smart tags to. Open the Smart Tags tab.
  
  
• 2Create a Smart Tag
  Click Add Smart Tagand choose between:

  • Create New Tag — define your own color, name, and rule conditions
  • Pre-Built Tag — use one of the default templates (e.g., New Lead, High Value)

  Enter a Label Name (e.g., "Phone Call"), add a Description for clarity (optional), and pick a Color for the tag. Check Apply to all pipelines if you want the rule used globally, then click Next: Add Rule.
  
• 3Define the rule
  Use the rule builder to specify when the tag appears. Each tag is rule-based, for example:

  How did you hear about us → "Google"
  Office Location → "Telehealth"

  You can combine multiple conditions with AND/OR logic, add nested filters for complex logic, and use Preview Tag to see how it'll appear on a sample card. When done, click Save.

  Smart Tag rules use the same Advanced Filters experience as Opportunities, including grouped (folder-based) fields, a Stage filter, expanded date operators (Is not, In the next, In the last, More than, Less than), relative time filtering by days/weeks/months/years, and nested filtering logic.

Once a tag is created, you can preview, edit, or delete it directly from the Smart Tags page at any time.