Activity categories are important to keep data organized in the account. Activity categories are used to help sort and filter information that is created at the record level. Activity categories are helpful in the Activity Report and Activity Scoreboard to be able to see how often that activity type is created. For more information click here.
- Mutual Funds
- Loan Inquiry
Custom Field Groups
Custom field groups allow you to organize your information in a way that makes sense to you. You are able to group custom fields in order to easily find the information that you are looking for on the record profile. For more information on custom field groups, check out this article.
- Feedback Request
- 401k / IRA Info
Personalize your Pipeline account with custom fields specific to your business. A company, deal, and person-level custom fields allow you to track data specific to your industry, company, process, or personal workflow.
|Custom Field name||Record Type||Custom Field Type||Entries|
|Loan Purpose||Deal Custom Field||dropdown||----- Purchase- Refinance|
|Interest Rate||Deal Custom Field||text|
|Account Type||Deal Custom Field||dropdown|| ---- 403(b)- IRA
- ROTH IRA
- ROTH 403(b)
|Advance Status||Deal Custom Field||dropdown|| ----- Active- Defaulted
- Not Performing
|Amount Owed In Rent/Mortgage||Company Custom Field||currency|
|Application Date||Deal Custom Field||date|
|Commission||Deal Custom Field||currency|
|Loan Amount||Deal Custom Field||currency|
|Pay Cycle||Person Custom Field||dropdown||-Monthly- Quarterly- Annual|
|Preferred method of contact||Person Custom Field||dropdown|| ----- Office phone- Mobile phone
Person statuses are designed to help you quickly evaluate your relationship with that contact. You are able to create as many statuses as you would like to help you keep track of your contacts. For more information on Person Statuses, look at our article here.
- Application Pending
- Attended Webinar
Tags are labels that allow you to associate your people based on attributes or keywords. You can use tags to indicate industry, conferences attended, even hobbies or interests - There is no limit to how many tags you can apply to a person.
Admins can add, remove, and edit Person Tags in Account Settings or add new tags from within the listview.
Tracking the Source for your leads and deals helps you understand which marketing initiatives drive your business. This article has a quick video to further explain sources. Below are some of the most common sources we see, broken up by popular industries.
Track and follow your customer’s lifecycle through your company’s unique sales and post-sales process using multiple pipelines! Multiple pipelines are designed for accounts with multiple products and services that go through different sales processes with multiple phases. Learn more about multiple Pipelines here.
- Sales Pipeline (Default)
- Retirement Funds
- Application Sent
- Application Received
- Application Withdrawn
- Request for Info
- Verbal commit
Task and Event Categories
Task/Event types help to specify what category of reminder is being set. You can filter tasks and events by type to focus on what needs to be done. For more information, click here. Below are examples of tasks and events for the Financial Services industry.
- Commercial Outreach
- Sales Meeting
- Portfolio Review
Automation streamlines your workflow by working in the background and eliminating the mundane and manual tasks so you can focus on your sales. Up to 20 automations are available with a Grow subscription, 2 on our Develop plan, and 1 on our Start plan. They can be configured by an admin in account settings. In its most basic terms, automations answer the if/then statement: "When this happens, do this."
|Automation Name||Type||Triggered on||Description|
|PreClosing Email||deal||update||Sets a Task to send pre-closing email to all parties 7 days prior.|
|Export Was Run||export||create||Send notification to specific users when any exports are run.|
|Underwriting: Declined In House||deal||update||When a deal is declined by internal underwriting. Please alert the deal owner.|
|Underwriting: Ready For Underwriting||deal||update||When stage changes to either "Underwriting" or "Ready For Lender" set a task for Underwriters to review a New Deal.|
|Funded||deal||update||When a deal moves to funded create tasks to send thank you and semi-annual/annual reviews|
|Application Received, Documents Required||deal||update||When a stage changes to Application Received create follow up tasks to contact the client and ask for required documentation|