CRM settings

Pipelines and stages

• Add a pipeline for each way you sell, for example Partnerships. Make one the main pipeline.
• Rename stages, set each one Open, Won or Lost with its chance to win, and move them up or down.
• Deleting a stage or pipeline moves its deals first. Each pipeline keeps at least one open, one won and one lost stage.

Custom fields

• Add fields to contacts, companies or deals: text, number, date, choice, link or yes or no.
• They appear under Edit details, on exports, and as columns to match when you import.
• Removing a field keeps the values already saved.

Record visibility

Choose whether everyone sees every contact, company, deal and task, or members see only their own. Owners and admins always see everything.