General-purpose example settings that work for almost any business. 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.
Custom fields
| Field | Record | Type | | --- | --- | --- | | Industry | Company | Dropdown | | Birthday | Person | Date |
Set it up: Create and Manage Custom Fields
Custom field groups
- Industry
- Location Info
- Product Type
Set it up: Custom Field Groups
Person statuses
- Point of Contact
- Owner
- Distributor
- Contractor
- No Longer with Company
Set it up: Person Statuses
Tags
- VIP
- Partner
- Vendor
- Billing Contact
Set it up: Tag Companies, People, and Deals
Lead sources
- Call-In
- Referral
- Conference
Set it up: Lead Sources
Activity categories
- Business Inquiry
- Left Voicemail
- Delivery Sent
- Internal Note
Set it up: Activity Categories
Pipelines and automations
If you sell more than one product or service, give each its own pipeline with its own stages. See Multiple Pipelines. To take routine updates off your team's plate, see Automations Examples.
Need help? Contact support at customercare@pipelinecrm.com.