Custom Sales Pipeline
Updated over a week ago

FieldPulse's Custom Sales Pipeline is a tool that helps you manage your customers and stay organized through the sales process. Customize your pipeline statuses so your team can easily keep track of new or existing customers.

Enabling Custom Sales Pipeline

To begin using Custom Sales Pipeline, you'll first need to enable it. Start by clicking on Company Settings and selecting Features & Plugins. Navigate to Custom Sales Pipeline and select Enable. Now you're ready to begin customizing and tracking your customers through the process!

Click on Enable

Customizing Pipeline Statuses

After enabling the Custom Sales Pipeline navigate to the Customers tab within Company Settings and click on Pipeline Status. On this page, you can edit any of the statuses by clicking on the pencil icon or delete any statuses by clicking on the trashcan icon.

Click on Pipeline Status

To create your own status, type in the Enter new pipeline status field and select Add Pipeline Status.

Click on Enter new pipeline status...
Click on Add Pipeline Status

Adding Statuses to Customers

To add statuses to customers, navigate to the Customers tab on the left-side of your screen. To add a status to an existing customer, click on the customer's name to open their customer record and press Edit.

If the customer does not exist, click Create Customer to create a new customer.

Then, click on the Pipeline Status box to select and add a status to the customer.

After selecting the Pipeline Status, add Next Steps (if applicable) for this customer and press Save Customer.

Sorting Customers by Pipeline Status

After adding statuses to your customers, you can manage the pipeline statuses by going to the Customers tab and clicking on By Pipeline. On this tab, you will see customers sorted by their pipeline status, next steps, and the monetary amount of their most recent estimate.

To change the pipeline status for customers, you can easily drag and drop the customer into a new column, automatically changing the pipeline status.

Video Tutorial

Have additional questions?

Contact us at or use the chat feature in the bottom right corner of your screen.

Did this answer your question?