Skip to main content
Who uses this: Administrators — enabling the Custom Sales Pipeline and building pipeline statuses both happen in Company Settings, which only Administrators can view. Availability: All regions.
The Custom Sales Pipeline tracks each customer through your sales process. You name the pipeline statuses yourself, add a status to each customer, and then see your customers laid out by stage on one board.

​
Overview

Setting up the Custom Sales Pipeline takes three parts: enable the feature, build the pipeline statuses that match how you sell, and add a status to each customer. Once statuses are in place, the By Pipeline view shows your customers as cards you can drag from one stage to the next.

​
Video walkthrough

Watch a short walkthrough of the Custom Sales Pipeline, then follow the written steps below.

Video walkthrough: setting up and using the Custom Sales Pipeline

​
Before you begin

  • Sign in as an Administrator. Company Settings, where both the feature toggle and the pipeline statuses live, is Administrator-only.
  • Decide the stages your sales process actually moves through before you build them in FieldPulse — for example, New Lead, Estimate Sent, Follow-Up, Won, Lost. Naming the stages after real steps your team takes makes the pipeline easier to read later.

​
Step-by-step setup

​
1. Enable the Custom Sales Pipeline

The Custom Sales Pipeline is off until an Administrator turns it on in Features & Plugins.
  1. Go to Company Settings > Features & Plugins.
  2. Find the Custom Sales Pipeline tile and select Enable.
The Features & Plugins tab in Company Settings with the Enable button highlighted on the Custom Sales Pipeline tile

​
2. Build your pipeline statuses

Pipeline statuses are yours to name, and you manage the whole list on the Pipeline Status page.
  1. Go to Company Settings > Customers > Pipeline Status. The Pipeline Status page in Company Settings, listing the pipeline statuses with a pencil and trash icon at the end of each row
  2. Type the new status name in the Enter new pipeline status field.
  3. Select Add Pipeline Status.
The Enter new pipeline status field highlighted at the top of the Pipeline Status page
The green Add Pipeline Status button highlighted beside the status entry field
To edit a status, select the pencil icon on its row. To delete a status, select the trash icon on its row.

​
3. Add a pipeline status to a customer

You set a customer’s pipeline status on the customer record itself.
  1. Select Customers in the left navigation.
  2. Select the customer’s name to open the customer record, then select Edit. If the customer does not exist yet, select Create Customer and build the record first. The Customers list with the Create Customer button highlighted in the top right
  3. Select the Pipeline Status field and choose the status that matches where the customer sits in your process. The Pipeline Status field open on a customer record, listing the pipeline statuses to choose from
  4. Add Next Steps if you want to record the follow-up action for that customer.
  5. Select Save Customer.
The Next Steps field on the Update Customer screen, with the Save Customer button highlighted in the top right

​
4. Work your customers in the By Pipeline view

The By Pipeline view sorts your customers into a column per pipeline status, and shows each customer’s next steps and the monetary amount of their most recent estimate.
  1. Select Customers, then open the By Pipeline tab. The By Pipeline tab showing customer cards sorted into pipeline status columns
  2. Drag a customer’s card into another column. Dropping the card there changes that customer’s pipeline status.
A customer card dragged into a different pipeline status column on the By Pipeline board
Once a customer has been marked lost or completed for one week, that customer no longer appears in the By Pipeline view. The pipeline status is still stored on the customer record.

​
Settings reference

Your setup is working when every active customer sits in the right column of the By Pipeline view, and you can move a customer forward by dragging their card instead of opening one record at a time.