Set up stages and custom fields

Make LeadCRM match how your business sells. Stages are the steps a lead moves through, like New, Site visit and Quotation sent. Custom fields are extra details you keep on every lead, like property type or budget range.

Go to Settings → Pipeline. On a phone, tap More, then Settings, then Pipeline. Only owners and admins can make changes.

Stages

• Rename: tap the stage name, type the new name and press Enter, or tap somewhere else.
• Colour: tap the coloured dot next to the stage and pick a colour.
• Reorder: use the up and down arrows on an open stage.
• Add: type a name in the box under the list, like "Site visit", and tap Add stage. New stages are added at the end of the open stages.
• Delete: tap the bin icon. You can only delete a stage with no leads in it, so move its leads to another stage first.

New leads always start in the first open stage. When you log a call or WhatsApp on a lead in the first stage, it moves to the second stage by itself (but not when a call is marked Didn't pick up). So keep "New" first and "Contacted" (or your name for it) second.

Every pipeline ends with one Won and one Lost stage. You can rename them and change their colour, but you can't delete or move them. You need at least one open stage, and up to 20 stages in all.

Custom fields

1. 1Step 1: Under Custom fields, type a Name, for example Property type.
2. 2Step 2: Choose a Type: Text, Number, Date, Dropdown (pick one from a fixed list) or Link.
3. 3Step 3: For a dropdown, write the Choices, one per line, like 2BHK, 3BHK, Villa.
4. 4Step 4: Tap Add field.

Fields show on every lead page, where anyone can fill them in. You can add them as columns on the Leads list, and they are included in Excel imports and CSV downloads. You can rename a field, reorder it, or change a dropdown's choices later, but not change its type. You can have up to 50 fields.