Tip of the Week #77- How to Use Smart Tags in Your Pipeline Opportunities

In this week’s tip, we’re diving into a cool feature inside your Gym Lead Machine dashboard — Smart Tags for Opportunities. These tags help you visually organize and prioritize leads based on specific rules you set. Let’s walk through how to use them.

🧭 Step-by-Step: Setting Up Smart Tags

1. Start from your Gym Lead Machine Dashboard.
2. Navigate to Opportunities in the left-hand menu.
3. Click into Pipelines to view all of your current pipelines.
4. Choose the pipeline you want to work with — for example, your Fitness Pipeline.
5. Click the edit icon for that pipeline.
6. Once inside, you’ll see a tab called Smart Tags — go ahead and click that.

🎯 What Do Smart Tags Do?

Smart Tags let you color-code opportunity cards based on rules you define. This makes it easy to quickly spot leads that match certain criteria — like new leads, uncontacted leads, or follow-ups.

Example: Highlight New Leads

Let’s say you want to automatically tag leads that were created in the last 3 days:

• Use the pre-built condition: “Created date is within the last 3 days.”
• Choose a color that stands out (like bright green).
• Click Add Rule, then Save.

🧪 Try It Out

Once saved, go back to your Opportunities view. You’ll now see color-coded tags on cards that match your Smart Tag rules. You can add multiple tags with different colors and rules to fit how your gym team tracks leads.

Whether you're following up faster or organizing your leads by engagement stage, Smart Tags are a great way to make your pipeline more visual and efficient.

✅ That’s it for this week’s tip! Start tagging your leads to keep your pipeline clean and powerful.