Activity Categories: Track Every Mile
Activity categories make it easy to sort, filter, and report on the types of records you create. See trends at a glance and keep your data tidy.
Examples:
- Demo
- Delivery Completed
- New Client Interview
Custom Field Groups: Structure for Speed
Custom field groups let you organize related fields, making information easy to find on every record profile.
Popular Groups:
- Location (Seattle, Portland, etc.)
- Industry
- Inventory Assessment
Custom Fields: Capture What Counts
Personalize your Pipeline account with custom fields at the company, deal, or person level. Track the details that matter to your business.
Examples:
| Field Name | Association | Type |
|---|---|---|
| Date Opened | Person or Company | Date |
| Industry | Person, Deal, Company | Dropdown |
| Mode/Model | Deal | Dropdown |
| Product Line/Type | Person, Deal | Custom Field |
| Shipping Address | Deal | Text |
Person Statuses: Know Your Contacts Instantly
Person statuses help you quickly gauge your relationship with each contact. Add as many as you need to fit your workflow.
Examples:
- Billing Contact
- Owner
- Vendor
- VIP
- Web
Person Tags: Flexible Labeling
Tags let you group people by roles, attributes, or interests. There’s no limit to how many you can use.
Sample Tags:
- Billing Contact
- Contractor
- Owner
- Partner
- Vendor
Sources: See Where Your Leads Come From
Tracking sources helps you understand which marketing efforts are driving business.
Common Sources:
- Inbound Advertising
- Marketing Campaign
- Social Media
- Referral
- Expansion Opportunity
For more information on lead sources, click here.
Pipelines & Stages: Map Every Step
Multiple pipelines mean you can manage different products or services with their own unique processes.
How it works:
- Create pipelines for every product or service you offer.
- Define stages for each pipeline.
- Track deals as they move through your workflow.
Key Takeaways
- Use categories and tags for smarter filtering and reporting.
- Customize fields and groups to match your workflow.
- Keep formatting clean for easy reading—short paragraphs, plenty of white space, and bold highlights where it counts.