Your pipelines contain all the possible sales you can achieve inside the system, so to make the most out of your information, it's important to keep your pipelines organized. With Smart Tags, you can create groups based on your preferences, adding an element of color-coding that will greatly improve your focus when managing opportunities, leading to more sales, happier customers, and fewer mistakes. Let’s check how to use it!
Creating a Smart Tag
Navigate to the Pipelines tab inside the Opportunities section and click the pencil icon next to your desired pipeline.
Switch to the Smart Lists option.
Click “+ Add Smart Tag.”
Select whether you want to create a New tag to start from zero or use a Pre-built Tag to start with a base.
Add a name, description, and assign a color to your tag.
If you want to apply this tag to all pipelines, check the box next to the last option.
Click “Next: Add Rule” to continue.
Set the rules for when the tag should be assigned to an opportunity. You can mix and match from the following options:
- Status
- Owner
- Followers
- Last Stage Change Date
- Last Status Change Date
- Created On
- Updated On
- Won On
- Lost On
- Opportunity Value
- Opportunity Source
- Campaign Type
- Pipeline Stage
- Opportunity Field Test
Once you've selected a filter (1), add an operator (2), then enter the value (3).
You can add more conditions you want to be met simultaneously by clicking “+ Add Nested Filter” (1), or add conditions that can be met separately by clicking “+ Add Filter” (2).
Click the Preview Tag to view how the tag will look once applied.
Once you're satisfied with the conditions, click Save to add your tag to the pipeline.
Once you've saved the tag, it will be automatically applied to all opportunities that meet the established rules. By using this tool, you can break down complex data into manageable parts by creating an intuitive association between color and meaning. Simplifying prioritization and reducing errors when interacting with opportunities.