Example settings for manufacturers and distributors. Use them as a starting point: rename, add, or skip anything that doesn't fit how you work. For what each setting does and the order to set them up, see Set Up Your Pipeline CRM Account.
Pipelines
Give each product line or sales channel its own pipeline with its own stages, for example Standard Orders, Major Projects, and Vending & Dispensing.
Set it up: Multiple Pipelines
Custom fields
| Field | Record | Type | Options | | --- | --- | --- | --- | | Region | Deal | Dropdown | Your sales regions | | Product | Deal | Dropdown | Your product list | | Order Status | Deal | Dropdown | New, In Progress, Stalled | | Total Order Quantity | Deal | Number | | | Project Start | Deal | Date | | | Project Location | Deal | Text | | | Source Details | Deal | Dropdown | Direct Delivery, Third Party Signed, No Signee |
Set it up: Create and Manage Custom Fields
Custom field groups
- Specifications
- Design Information
- Quote Information
- Vendor Information
- Required Information
Grouping fields by stage of the order makes each one quicker to find on the record. Set it up: Custom Field Groups
Person statuses
- Website Inquiry
- Referral
- Mutual Customer
Set it up: Person Statuses
Tags
- Contractor
- Fabricator
- Builder
- Designer
- Vendor
- Referral
Set it up: Tag Companies, People, and Deals
Lead sources
- Business Development
- Marketing Event
- Purchased List
Set it up: Lead Sources
Activity categories
- Site Visit
- Estimate
- Samples
- Delay in Delivery
- Concerns
Set it up: Activity Categories
Task and event types
- Design Proposal
- Quote Review
- Lunch and Learn
- Meeting
- Send (quote, reminder, and so on)
Set it up: Task & Event Settings
Automations
| Name | Record | Trigger | What it does | | --- | --- | --- | --- | | Branch Manager Notification | Deal | Created | Notifies the manager about new deals over $5,000 | | Major Projects Notification | Deal | Created | Alerts managers when a deal is created in the Major Projects pipeline | | Safety Services & Onsite Labour | Deal | Created | Sends an email about new safety services or onsite labour deals | | Vending & Dispensing Notification | Deal | Created | Notifies the team about new vending-related deals | | Supply Chain: Won Deals | Deal | Updated | Alerts supply chain when a deal over $25,000 is won | | Post-Quote Follow-Up | Deal | Updated | Creates follow-up tasks when a deal enters the Quote stage |
Set it up: Automations Overview. How many automations you can create depends on your plan.
Need help? Contact support at customercare@pipelinecrm.com.