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Maria Herrell
Updated 1 week ago
No matter your field, Pipeline CRM offers customizable features to keep your business organized and efficient. This guide walks you through the essentials for setting up your account—helping you track activities, organize data, and manage contacts with ease.

Activity Categories: Sort and Track with Ease
Activity categories help you filter, organize, and report on the types of records you create. They’re especially useful for spotting trends and keeping your data clean.
Examples:
  • Internal Note
  • Left Voicemail
  • Delivery Sent
  • Business Inquiry
For more information, check out the Activity Categories article here..

Custom Field Groups: Organize Your Data
Custom field groups allow you to bundle related fields, so you can easily find the information you need.
Popular Groups:
  • Industry
  • Location Info
  • Product Type
Pro move: Group fields by workflow stage for faster navigation. More info on custom field groups here.

Custom Fields: Track What Matters
Personalize your Pipeline account with custom fields at the company, deal, or person level. Capture the details that matter to your process.
Examples:
  • Industry
  • Birthdate
Learn more about custom fields here.​

Person Statuses: Know Your Contacts
Person statuses help you quickly evaluate relationships with contacts. Create as many as you need to stay organized.
Examples:
  • No longer with Company
  • Distributor
  • Contractor
  • Owner
  • Point of Contact
Read more about Person Statuses here.

Person Tags: Flexible Labeling
Tags let you group people by attributes, interests, or roles. There’s no limit to how many you can use.
Sample Tags:
  • Billing Contact
  • Partner
  • Vendor
  • VIP
Admins can manage tags in Account Settings or add them directly from the list view. Learn more here.

Sources: See Where Your Leads Come From
Tracking sources helps you understand which marketing efforts are driving business.
Common Sources:
  • Call-in
  • Conference
  • Referral

For more information on lead sources, click here.


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.
If you have more questions, reach out to our support team at [email protected].
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