SSalesCrew

Pipelines & fields · 10 min · reviewed 2026-09-06

How do I set up custom fields and pipelines?

Pipelines hold stages; deals move through them. Custom fields add the columns your business needs on leads, contacts, companies and deals. Both live under Settings → Setup and take effect immediately.

What you will need

  • Admin role.

Steps

  1. 1

    Step 1

    Settings → Pipelines → Add. Name it (for example Agency sales). Under Pipeline stages add stages in order and mark won and lost.

  2. 2

    Step 2

    Settings → Custom fields → Add. Choose the object, a label, a type (text, number, date, select) and whether it is required.

  3. 3

    Step 3

    Open a deal: the new pipeline is selectable, and custom fields appear in the side panel.

Common errors

A field does not show on the list
add it to the view's columns (List → Columns).
Cannot delete a stage
deals are on it. Move them first.

How you know it worked

Create a test deal and move it through the stages; the funnel report updates.

Where this goes in SalesCrew

A new deal shows your pipeline stages and custom fields. In your own workspace the same how-to opens beside the field, with your callback URLs filled in.

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