How do custom pipeline fields work
Pipeline statuses tell you what step a person is within a process, but in a lot of cases, you just need more detail than that! For those situations, Less Annoying CRM has custom pipeline fields.
Creating custom pipeline fields is easy. Simply hop over to your Pipelines page, and click on Edit statuses and fields underneath the name of the pipeline you want to add fields to. You will see your list of statuses first, and when you scroll down, you will see any custom fields already on the pipeline.
Click the Create a new custom pipeline field button to pop up a window that gives you a variety of different field types to choose from -- text boxes, dropdown lists, checkbox lists, number fields, date fields, and larger text areas. Give your field a title, choose the field type, and fill out any subsequently required information (for example, you'll need to enter the options for dropdown or checkbox lists).
Custom pipeline fields are great for collecting all kinds of information about the workflow you are tracking with that pipeline. Make sure to only create this kind of custom field when you're tracking something about a particular process -- information about the person or the company themselves should be stored on the main record profile so that you can easily reference it even once your pipeline is closed!
Some examples of things you can track with custom fields:
- A checklist of the required documents
- What products/services of yours a potential client is interested in
- The total amount of a sale
- A summary of the terms of a contract
- A project's target completion date
All custom fields will be shown on the pipeline report for easy reference.