Overview
Opportunity tags allow you to color-code and categorize opportunities in your pipeline. Tags help your team quickly identify priority, risk level, capability area, or other important attributes.
This article explains how to create pipeline tags and apply them to opportunities.
Prerequisite
You must have Admin permissions to create or manage pipeline tags.
Tags are managed at the pipeline level, and each pipeline has its own tag set.
Create or Manage Pipeline Tags
Step 1: Open Pipeline Settings
Click pipeline in the left navigation menu.
Then click Manage Pipelines in the top right corner.
Select the pipeline you want to edit, and click Manage.
Step 2: Add or Remove Tags
In the Edit Pipeline window, locate the Opportunity Tags section.
From here, you can:
View existing tags
Remove tags by clicking the X next to the tag name
Add new tags by clicking + Add Tag
Assign colors to visually distinguish tags
Click Save when finished.
Important Notes
Tags are specific to each pipeline.
If you use multiple pipelines, you must create tags separately for each one.
Only Admin users can create or manage tags.
Apply Tags to an Opportunity
Step 1: Open the Opportunity Settings
Navigate to Pipelines or Opportunities and open the opportunity you want to update.
Click Manage to open the opportunity settings.
Step 2: Assign Tags
Locate the Tags field.
Select one or more tags to apply to the opportunity.
Click Save when finished.
The tags will now appear as colored labels on the opportunity card in the pipeline view.
Tags vs. Custom Fields
Tags and custom fields serve different purposes.
Use this guide to determine which is appropriate for your needs:
Feature | Tags | Custom Fields |
Color-coded visual labels | ✅ Yes | ❌ No |
Quick visual prioritization | ✅ Yes | ❌ No |
Pipeline filtering | ✅ Yes | ✅ Yes |
Structured reporting | ❌ No | ✅ Yes |
Supports dropdowns, dates, or numeric values | ❌ No | ✅ Yes |
Enforces standardized data | ❌ No | ✅ Yes |
When to Use Tags
Use tags for quick visual categorization, such as:
High Priority
Strategic Bid
At Risk
Cyber
Re-compete
Tags are ideal for visual organization and fast identification.
When to Use Custom Fields
Use custom fields when structured or reportable data is required, such as:
Win Probability
Proposal Due Date
Contract Type
Customer Agency
Custom fields are better suited for reporting, filtering, and standardized data entry.
Summary
Opportunity tags help you:
Color-code opportunities
Quickly identify priority and risk
Improve pipeline visibility
Organize opportunities visually