Color-Coded Opportunity Pipelines
Visually prioritize your deals at a glance. The new Color-Coded Opportunity Pipelines feature introduces Smart Tags—customizable colored chips that surface your most urgent or valuable opportunities without relying on text filters or manual scanning.
What’s New
Conditional Rule Builder: Create custom color rules using any Opportunity field and logical conditions (AND/OR).
6 Pre-Built Smart Tags: Get started instantly with ready-made tags like High Value, New Lead, and Unassigned Deal.
Global or Pipeline-Specific Rules: Apply tags across all pipelines or tailor them per pipeline.
How to Use
Go to Settings → Pipelines → [Pipeline Name] → “Smart Tags” Tab.
Click Add Smart Tag to create a new rule, or use one of the recommended presets.
Configure your conditions, choose a color, and preview your tag.
Save to instantly highlight qualifying Opportunity cards in your pipeline.