Add Your Own Fields to the CRM Pipeline & Hide Others

Pipeline Example 1

Have more control over what data you store and see on your CRM Pipeline.

Add your own custom fields, so for example if you want to track the source of an opportunity you can add this as a dropdown field.

If you don’t want to see some fields on the edit screen and the CRM pipeline can you now control these views.

Example 2

These can be managed by:

  • Clicking on the Cog
  • Selecting ‘Pipeline Settings’

For more information see please this help article.

 

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s