Configurable Pipeline & Custom Fields

Overview

Define your own pipeline stages during onboarding — each with its own label, order, win probability, and won/lost outcome — and they flow through to the Kanban board, opportunity forms, and every pipeline report. Capture the extra deal and account details that matter to your business, with dropdown options tailored to your branch.

Key capabilities

• Per-branch pipeline stages set during onboarding
• Custom stage labels, order & win probability
• Won and lost stages drive close & loss-reason logic
• Stages reflected across Kanban, forms & reports
• Deal fields: Lead Source, Next Action, Next Follow-Up Date
• Account fields: Account Category & Order Frequency
• Dropdown options configured for your branch
• Custom fields shown on create, edit & detail pages