With Pipeline CRM, you can customize Company, Person, and Deal creation forms to fit your team’s workflow. The goal: reduce clutter, speed up record creation, and ensure you capture the information that matters most.
Customizing Your Forms
Admins can fine-tune the forms your team uses for Companies, People, and Deals. Here’s how you can make forms work for you:
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1. Add/Edit Forms
- Rearrange Field Order: Drag and drop fields to display them in the order that makes sense for your team.
- Hide or Collapse Fields: Keep forms tidy by hiding fields or placing them in collapsed sections.
2. Hiding Fields
- Streamline Data Entry: Hide unnecessary system or custom fields to reduce clutter and keep users focused.
Click here for more information on Form Settings.
3. Minimizing Forms
- Multitask with Ease: Minimize up to three forms at a time while navigating your Pipeline account.
- Pick Up Where You Left Off: Click the minimize icon (top left of the form) to keep your progress handy.
4. Conditional Fields
- Smart Form Logic: Set conditions for fields to be required, reviewed, or disabled based on your workflow.
- Flexible Requirements: Specify exactly when a field needs attention—no more one-size-fits-all forms.
Click here for more details on Conditional Fields.
5. Conditional Dropdowns
- Smart Filtering: Dropdown options update automatically based on earlier choices, so users only see what’s relevant.
Learn more about Conditional drop-downs here.
Key Takeaways
- Custom forms help your team stay organized and efficient.
- Hidden and conditional fields keep forms clean and relevant.
- Minimizing forms lets you multitask without losing your place.
Pro Tips
- Review your form setup regularly to match changing business needs.
- Use conditional logic to prompt users only for what’s necessary.
- Don’t be afraid to hide fields—less really can be more.
If you have any other questions or run into any trouble, reach out to our support team at customercare@pipelinecrm.com.