Adding Company, Person or Deal records into your Pipeline account can be achieved in bulk via our Import option, or as your new leads come in by clicking on the "+ Add" option within your Pipeline account.

We offer several ways to customize the forms that are presented to your team when adding these records into the account with an aim to streamline their workflows and capture the most pertinent information for each new record. Pipeline users with Admin permission are able to manage the forms for Companies, People & Deals.

Add/Edit Forms


Our Add/Edit Forms section allows for the order that fields are displayed on the form to be rearranged as well as for fields to be "hidden" or located in collapsed field sections on the form.

Minimizing Forms

This feature allows you to keep your progress on up to 3 forms at a time while navigating your Pipeline account and to pick up where you left off when you're ready. To minimize a form, click on the minimize icon in the top left side of the form.

Hiding Fields in Add/Edit Forms

Hide system or custom fields within forms, streamlining the data entry process and reducing clutter.

Conditional Fields


Our Conditional Fields section lets you indicate fields that should be required, reviewed or disabled on the form and offers the ability to specify conditions for being required, reviewed or disabled.