Example settings for carriers, freight brokers, and logistics providers. 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 service its own pipeline with its own stages, for example Freight, Warehousing, and Last-Mile Delivery.
Set it up: Multiple Pipelines
Custom fields
| Field | Record | Type | Options | | --- | --- | --- | --- | | Industry | Company, Person, Deal | Dropdown | Your customers' industries | | Mode | Deal | Dropdown | Truckload, LTL, Intermodal, Air, Ocean | | Product Line | Deal, Person | Dropdown | Your service lines | | Shipping Address | Deal | Text | | | Date Opened | Company, Person | Date | |
Set it up: Create and Manage Custom Fields
Custom field groups
- Location (for example, Seattle or Portland)
- Industry
- Inventory Assessment
Set it up: Custom Field Groups
Person statuses
- Web
- Owner
- Vendor
- Billing Contact
- VIP
Set it up: Person Statuses
Tags
- Owner
- Partner
- Contractor
- Vendor
- Billing Contact
Set it up: Tag Companies, People, and Deals
Lead sources
- Inbound Advertising
- Marketing Campaign
- Social Media
- Referral
- Expansion Opportunity
Set it up: Lead Sources
Activity categories
- Demo
- New Client Interview
- Delivery Completed
Set it up: Activity Categories
Automations
Automations can handle routine updates for you, like alerting dispatch when a deal is won or creating a follow-up task after each delivery. For ideas, see Automations Examples.
Set it up: Automations Overview. How many automations you can create depends on your plan.
Need help? Contact support at customercare@pipelinecrm.com.