Set up custom fields

Custom fields let you track what matters for your business. Set up fields for buying committee members, pain points, budget confirmed, authority identified and any other qualification data.

Set up custom fields

Introduction

Conclusion

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4

Build pipeline automation

Pipeline automation removes manual work from your sales process. Auto-assign deals, trigger follow-up tasks, update deal stages based on activity and alert reps when prospects go hot.

Playbook

CRM setup

Define pipeline stages that match your sales process. Set up deal properties and custom fields that give visibility. Build automation that removes manual work. Connect to marketing and support tools.

See playbook
CRM setup
Tools

Relevant tools

HubSpot
Tool

HubSpot

All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.

Pipedrive
Tool

Pipedrive

Sales focused CRM with clean pipelines and activity tracking, ideal for small teams that value speed.

Salesforce
Tool

Salesforce

Enterprise CRM with deep customisation and ecosystem, powerful but requires clear design and governance.

Growth wiki

Growth concepts explained in simple language

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