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How to Color-Code Opportunity Pipelines (Smart Tags)

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 in SourCherry.

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). 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.

  • 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 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.

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).



  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.

  4. Smart Tag rules use the same enhanced Advanced Filters experience as in the Opportunities, including:

    - Grouped fields (folder-based sections) to make fields easier to find
    - A Stage filter for more precise targeting
    - Expanded date operators:
    Is not
    In the next
    In the last
    More than
    Less than
    - Relative time filtering using days, weeks, months, and years
    - Nested filtering logic for more complex rule conditions

Preview, Edit or Delete Tags


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


Tag NameColorRule ExamplePurpose
Stale Deal (Coming soon)GreyLast Activity before 14 days agoHighlight neglected opportunities
High ValueGreenOpportunity Value > $10,000Flag big-ticket deals
New LeadBlueCreated Date ≤ 3 days agoTrack new opportunities
At Risk (Coming soon)RedLast Stage Change > 30 days ago and Status = "Open"Warn of deals going cold
Hot DealOrangeCreated On < 7 Days and Opportunity Value > $5000Highlights recently created, high-ticket opportunities.
Unassigned DealPurpleOwner is emptySpot opportunities without owners

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.