Managing transportation and logistics is all about efficiency and clarity. Pipeline CRM helps you organize activities, track customized data, and keep your team in sync—so you can focus on getting things from A to B, minus the paperwork headache.
Activity Categories: Track Every Mile Activity categories make it easy to sort, filter, and report on the types of records you create. See trends at a glance and keep your data tidy. Examples:
- Demo
- Delivery Completed
- New Client Interview
For more details, check out the Activity Categories article here..
Custom Field Groups: Structure for Speed Custom field groups let you organize related fields, making information easy to find on every record profile. Popular Groups:
- Location (Seattle, Portland, etc.)
- Industry
- Inventory Assessment
Pro move: Group fields by workflow stage for faster navigation. More info on custom field groups here.
Custom Fields: Capture What Counts Personalize your Pipeline account with custom fields at the company, deal, or person level. Track the details that matter to your business.
Examples:
Field NameAssociationType
Date Opened
Person or Company
Date
Industry
Person, Deal, Company
Dropdown
Mode/Model
Deal
Dropdown
Product Line/Type
Person, Deal
Custom Field
Shipping Address
Deal
Text
Person Statuses: Know Your Contacts Instantly Person statuses help you quickly gauge your relationship with each contact. Add as many as you need to fit your workflow. Examples:
- Billing Contact
- Owner
- Vendor
- VIP
- Web
Read more about Person Statuses
Person Tags: Flexible Labeling Tags let you group people by roles, attributes, or interests. There’s no limit to how many you can use. Sample Tags:
- Billing Contact
- Contractor
- Owner
- Partner
- Vendor
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:
- Inbound Advertising
- Marketing Campaign
- Social Media
- Referral
- Expansion Opportunity
For more information on lead sources, click here.
Pipelines & Stages: Map Every Step Multiple pipelines mean you can manage different products or services with their own unique processes. How it works:
- Create pipelines for every product or service you offer.
- Define stages for each pipeline.
- Track deals as they move through your workflow.
Learn more about multiple pipelines 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 customercare@pipelinecrm.com.