Smart Tags help you visually prioritize opportunities inside your pipelines using color-coded chips. Instead of relying on filters or text labels, you can highlight deals automatically based on rules you define — such as stale deals, high-value opportunities, or new leads.This article shows you how to create, edit and manages smart tags.


TABLE OF CONTENTS

What is Smart Tags?

Smart Tags are dynamic, rule-based color chips that appear directly on each Opportunity card inside a pipeline. Powered by an easy conditional builder, these tags evaluate every Opportunity in real time, then automatically apply a colored label whenever the record meets your criteria (e.g., deal value > $10 000 or “Last Contacted” > 14 days). The result is an at-a-glance, visual layer that eliminates the need for manual filters or tedious scanning.


Key Benefits of Smart Tags

  • Immediate prioritization: High-impact deals jump off the screen.

  • Less context-switching: No need to open each card or apply multiple filters.

  • Faster follow-ups: “Stale” or “no owner” tags make gaps impossible to miss.

  • Consistent team focus: Everyone sees the same color cues, driving aligned action.

  • Custom to every workflow: Build any combo of AND/OR conditions across Standard or Custom Opportunity fields.


Permissions & Access

  • Who can create or edit Smart Tags:

    • Agency Admins

    • Location Admins

    • Users with Pipeline Edit Permissions

  • Who can view Smart Tags:

    • All users (with Pipeline View Permission - even without editing permissions)

Limits & Validation

  • Each pipeline supports up to 10 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.


How to Setup & Use Smart Tags


Step 1: Find Smart Tags


  1. Go to Opportunities from your sub-account.
     

  2. Click on the Pipelines tab.

  3. Click on Edit button on the pipeline you want to add smart tags to.

  4. Open the Smart Tags tab.

Step 2: Creating a Smart Tag


  1. Click Add Smart Tag.

  2. Choose between:

    • Create New Tag: Define your own color, name, and rule conditions.

    • Pre-Built Tag: Use one of our default templates (e.g., New Lead, High Value, At Risk).

  3. Enter a Label Name (e.g., “Stale Deal”).

  4. Add a Description for clarity. (Optional) 

  5. Pick a Color for the tag.

  6. Check Apply to all pipelines if you want this rule used globally.

  7. Click Next: Add Rule.

Step 3: Defining Rules


  1. Use the rule builder to specify when the tag appears.

  2. Each tag is rule-based — for example:

    • Created Date ≤ 3 days ago → “New Lead”

    • Deal Value > $10,000 → “High Value”

  3. You can:

    1. Combine multiple conditions with AND / OR logic

    2. Add nested filters for complex logic

    3. Use Preview Tag to see how it’ll appear on a sample card

    4. When done, click Save.

Preview, Edit or Delete Tags


  • After the tag is created, users can easily preview, edit or delete tags directly from the smart tags page.


Best Practices


✅ Use distinct colors for your top priorities (e.g., red for urgent, green for high-value).

✅ Keep tag names short — under 20 characters.

✅ Review rules regularly to ensure relevance.


Troubleshooting

  • Smart Tags not visible on cards?

    • Ensure Smart Tags are added to your card layout (via Customize Card).

    • Check that the rule conditions are correct and apply to the cards you’re viewing.

    • Do a hard refresh to sync the changes on the pipeline.


  • Missing the Smart Tags tab?

    • Only Admins can access tag creation and editing.


Frequently Asked Questions


Q: Do Smart Tags work across all pipelines?
Yes — if you select “Apply to all pipelines,” the tag will appear wherever its rule conditions are met.


Q: Can I duplicate Smart Tags between pipelines?
Not yet, but you can reapply the same rule manually in another pipeline.


Q: Are Smart Tags included in reports?
Currently, Smart Tags display visually in the pipeline view only. 


Q: Who can create or edit Smart Tags?

Any user with permission to edit a pipeline’s settings can manage Smart Tags. Use Pipeline Permissions to restrict access if needed. 


Q: Are Smart Tags evaluated in real time?

The system re-checks all tag rules whenever an Opportunity is created, updated, or when its stage/status changes.

Need Help?

If you have questions about creating Smart Tags, setting up rules, permissions, or why a tag is not appearing on an Opportunity card, Support can help.

Before reaching out, confirm that:

  • Smart Tags are enabled in Labs

  • You have the required pipeline permissions

  • The tag rule matches the Opportunity data

  • Smart Tags are included in the card layout

  • The pipeline has not exceeded the 10 active Smart Tag limit

To contact support, select the Help icon in your account and reach out to the support team for assistance with Smart Tags.