Terminology
If your business does not call them deals, rename them. Set your own singular and plural labels and they replace Deal and Deals everywhere — in the sidebar, buttons, tooltips, forms, dialogs and exports.
Customizing the workspace
Rename deals, define your own pipeline stages and contact statuses, add custom fields, and set your currency.
Stages and statuses
Custom deal stages
Replace the default pipeline with your own stages. Each stage has a label, an optional colour, a default probability and a position in the order, and you mark which stages mean won and which mean lost so reporting stays accurate.
Custom contact statuses
Replace cold, warm and hot with the statuses your team actually uses. Each has a label, an optional colour and a position.
Custom fields
Add fields of your own to contacts and to deals. Custom fields appear on the relevant forms, can be shown as columns in the table, are included in exports, and can be sent through the website form integration.
| Field type | Use for |
|---|---|
| Text | Free-form values |
| Number | Counts and quantities |
| Currency | Monetary amounts |
| Date | Dates |
| Boolean | Yes or no |
| Select | A fixed list of options you define |
| Array | Multiple values |
| Object | Grouped, nested fields |
How many custom fields you can define depends on your plan. Adding or removing a field updates the table column list automatically.
Currency and visibility
Choose the currency monetary values are displayed in — US Dollar or Indian Rupee. The choice applies across deals, dashboards, reports and exports.
Lead visibility decides whether members see every lead or only the ones assigned to them. See Lead assignment and visibility.
Lead email requirement
Every lead needs an email address by default. If your website forms don't collect one, an administrator can turn off the email requirement under Settings → Organization. Leads can then be added, imported and received from forms without an email, and repeat enquiries from them are matched by phone. Phone stays required, and an email that is entered must still be valid.