Color-Coded Opportunity Pipelines
When managing multiple opportunities inside your system, you need to identify which ones meet your desired conditions, which are a priority, and which are special deals. We’re glad to introduce a great organizational tool that allows you to color-code your opportunities to make this easier. Let’s check how to use it!
⭐️ How To Add Color-Coding To Your Pipelines?
Navigate to the Pipelines tab inside the Opportunities section and click the pencil icon.
Switch to the Smart Lists option and click “+ Add Smart Tag.”
Add your tag’s name and select a color for it, then click “Next: Add Rule.”
Set the rules for when the tag should be assigned to an opportunity, then click Save.
⭐️Why Is This Feature Beneficial To Your Company?
Reduced Cognitive Load: Color coding breaks down complex data into manageable parts by creating an intuitive association between color and meaning.
Simplified Prioritization: Assigning colors to different kinds of opportunities provides a quick visual overview and helps you prioritize what's most important.
Reduced Errors: You can minimize mistakes in fast-paced environments by color-coding and categorizing to create stronger queues of information inside an opportunity.
Color-coding your pipelines will greatly improve your focus when managing opportunities, leading to more sales, happier customers, and fewer mistakes. We hope you enjoy it!
