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.

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.
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