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.


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