Activity Categories: Stay on Top of What Matters
Activity categories help you sort, filter, and report on the types of records you create. This makes it easy to see where your team spends time and spot trends.
Common Activity Categories:
- Concerns
- Site Visit
- Estimate
- Delay in Delivery
- Samples
Custom Field Groups: Organize Your Data, Your Way
Custom field groups let you bundle related fields, so you can easily find what you need on each record profile.
Popular Groups:
- Specifications
- Required Information
- Design Information
- Quote Information
- Vendor Information
Custom Fields: Personalize for Your Process
Tailor your Pipeline CRM account with custom fields at the company, deal, or person level. Track what matters most—no more generic spreadsheets.
Examples of Custom Fields:
| Field Name | Type | Record | Entries |
|---|---|---|---|
| Region | Dropdown | Deal | Locations |
| Source Details | Dropdown | Deal | Direct Deliver, Third Party Signed, No Signee |
| Project Location | Text | Deal | |
| Product | Dropdown | Deal | All available products |
| Project Start | Date | Deal | |
| Total Quantity of Order | Numeric | Deal | |
| Order Status | Dropdown | Deal | New, In Progress, Stalled |
Person Statuses: Know Your Contacts at a Glance
Person statuses help you quickly evaluate your relationship with each contact.
Examples:
- Referral
- Mutual Customer
- Website Inquiry
- Location (Seattle, Portland, etc.)
Person Tags: Flexible Labeling for Easy Search
Tags are your shortcut to grouping contacts by industry, interests, or anything else that matters to you.
Sample Tags:
- Contractor
- Fabricator
- Builder
- Designer
- Referral
- Vendor
Sources: Track Where Your Leads Come From
Understanding your lead sources helps you see which marketing efforts really pay off.
Common Sources:
- Business Development
- Marketing Event
- Purchased List
For more information on lead sources, click here.
Pipelines & Stages: Map Your Sales Journey
Multiple pipelines mean you can manage different products or services, each with its own process.
How it works:
- Create pipelines for each product or service.
- Define unique stages for each pipeline.
- Track deals as they move through each stage.
Task and Event Categories: Never Miss a Beat
Categorize reminders and events so you can focus on what matters most.
Examples:
- Design Proposal
- Lunch and Learn
- Meeting
- Quote Review
- Send (quote, reminder, etc.)
Automations: Let Pipeline CRM Do the Heavy Lifting
Automations streamline your workflow by handling repetitive tasks. Set up triggers to save time and keep your team in sync.
Sample Automations:
| Name | Type | Trigger | Description |
|---|---|---|---|
| Branch Manager Notification | Deal | Create | Notifies manager of deals >$5,000. |
| Major Projects Pipeline Notification | Deal | Create | Alerts managers when a deal is created for major projects. |
| Safety Services & Onsite Labour | Deal | Create | Sends an email for deals in safety services or onsite labour. |
| Vending/Dispensing Notification | Deal | Create | Triggers notification for vending-related deals. |
| Supply Chain Notification of WON Deals | Deal | Update | Alerts when deals >$25,000 are marked as Won. |
| Post Quote Follow Up | Deal | Update | Creates a follow-up template when a deal enters the Quote stage. |
Key Takeaways
- Use categories and tags for fast filtering and reporting.
- Customize fields and groups to fit your workflow.
- Automate routine tasks to boost productivity.
- Keep formatting clean for easy reading—short paragraphs, plenty of white space, and bold highlights where it counts.