Fields & pipeline
Configure pipeline status and dynamic contact fields.
Each contact has a pipeline status and any fields your workspace defines.
Pipeline status
Contacts typically move through these stages:
| Status | Meaning |
|---|---|
| Lead | First touch, not yet qualified |
| Qualified | Interest confirmed, planning can start |
| Customer | Order placed or completed |
Change status in the list
Open a contact or use inline actions in the table.
Filter by status
Filter the contact list by status — e.g. show leads only.
Custom fields
Administrators can add fields under Settings → Contacts → Fields:
- Text, number, date, yes/no
- Dropdown with predefined options
- Phone, email, URL
Visibility
Which contacts a team member sees depends on their role:
- All contacts — full workspace access
- Team — contacts for their team
- Assigned — only contacts they own or are assigned to
See Roles & permissions for details.