Intro
Opportunity tags let you color-code opportunities in your pipeline. This article describes how to create and manage tags, and discusses the tradeoffs between creating new tags and custom fields.
Adding tags
To add opportunity tags, click Manage Pipeline on the pipeline page and Edit the pipeline of your choosing. This will open up a new menu that will allow you to manage the available tags in your pipeline.
Notes:
Each pipeline has its own tags, so you may have to repeat the above steps if you would like to have the same tags available in different pipelines.
You will need admin-level access to update tags in your Workspace. \
Associate tags and opportunities
To update an opportunity's tags, navigate to the opportunity of your choosing and hit Manage on the top right corner of the page. In the Tags field, you can choose which tags you want to associate with.
Opportunity Tags vs. Custom Field
Depending on your use case, you may want to create a custom field instead of a tag.
Here's a summary of the tradeoffs:
| Tags | Custom Fields |
Color coding | ✅ | ❌ |
Pipeline Filtering | ✅ | ✅ |
Reporting | ❌ | ✅ |
More structured data (Dropdowns, currencies) | ❌ | ✅ |