# Setting Up Custom Fields, Pipelines, and Sales Lists in "Edara CRM"

> Source: https://help.getedara.com/en/articles/90000047-setting-up-custom-fields-pipelines-and-sales-lists-in-edara-crm · Category: Edara CRM › Setup and administration · العربية: https://help.getedara.com/ar/articles/90000047-%D8%A5%D8%B9%D8%AF%D8%A7%D8%AF-%D8%A7%D9%84%D8%AD%D9%82%D9%88%D9%84-%D8%A7%D9%84%D9%85%D8%AE%D8%B5%D8%B5%D8%A9-%D9%88%D8%A7%D9%84%D9%85%D8%B3%D8%A7%D8%B1%D8%A7%D8%AA-%D9%88%D9%82%D9%88%D8%A7%D8%A6%D9%85-%D8%A7%D9%84%D9%85%D8%A8%D9%8A%D8%B9%D8%A7%D8%AA-%D9%81%D9%8A-%D8%A5%D8%AF%D8%A7%D8%B1%D8%A9-%D8%B9%D9%84%D8%A7%D9%82%D8%A7%D8%AA-%D8%A7%D9%84%D8%B9%D9%85%D9%84%D8%A7%D8%A1

Every company sells its own way: the stages a deal goes through, the details you need to record about each customer, and the reasons that explain lost deals. When these lists match the way you work, your team fills in the same data the same way, and your reports make sense.

You add custom fields that show on the pages automatically, build your sales pipelines, their stages and when a deal counts as stale, and manage the lists your team picks from: lead sources, lost reasons, industries, activity types and tags.

## Follow the Steps

All of these are in "Settings": custom fields, then pipelines and their stages, then the lists you pick from on records.

### Adding a custom field

In the side menu, click "**Settings**", then "**Custom Fields**" under "**Data**". You define a field here once, and it shows on the matching pages for your team to fill in. To add a field:

1. Pick the entity: " **Leads & deals** ", " **Contacts** ", " **Organizations** " or " **Activities** ", then type the " **Field name** ".
2. Choose the " **Type** ", such as " **Text** ", " **Number** ", " **Date** " or " **Single choice** ". For " **Monetary** ", choose the " **Currency** " too.
3. Click " **Add field** ", and it shows in the list with its ID (such as #21). Click the copy button next to it to use it in your integrations.

The field types are: Text, Large text, Phone, Address, Autocomplete, Number, Monetary, Date, Date range, Time, Time range, Single choice, Multiple choice, User, Organization and Person.

> **Note:** A field's name and type can't be changed once it is added, so if you need to, delete it and add it again. And two fields of the same entity can't share a name.

### Adding a field's options and choosing where it shows

"**Single choice**" and "**Multiple choice**" fields need options for your team to pick from, and lead and deal fields let you choose where they show:

1. Under the choice field, type in " **New option…** " and click " **Add** ". To remove an option, click the × next to it.
2. In " **Shows on** ", tick " **Leads** ", " **Deals** " or both, and the choice is saved right away. At least one of them must stay ticked.
3. To delete the field, click its delete icon, then " **Delete** ". Its values are removed from all records.

### Creating a new pipeline

A pipeline is the stages your deals go through, from first contact to closing. You can create more than one, for example one for direct sales and one for distributors:

1. In " **Settings** ", open " **Pipelines** " under " **Workspace** ", and click " **New Pipeline** ".
2. Type the " **Pipeline name *** ", pick the " **Color** ", and tick " **Set as default pipeline** " if you want the deal pages to open on it.
3. Click " **Create Pipeline** ". A message asks if you want to add its stages now: click " **OK** ".

### Adding a stage to a pipeline

Each stage has a probability used in the weighted forecast, and you can set how many days pass before a deal in it counts as stale:

1. Click " **+ Stage** " on the pipeline's card.
2. Type the " **Stage name *** " and the " **Default probability (%)** ". To alert your team to stalled deals, tick " **Enable deal rotting** " and type the number of " **days** ".
3. Click " **Add Stage** ", and it shows at the end of the pipeline with its probability and rotting days.

> **Note:** A deal turns red when nobody has logged a call, meeting or note on it, or sent an email from the CRM, for this many days. Editing the deal does not reset the clock.

### Reordering, editing and deleting stages

On the pipeline's card you can adjust each stage:

1. To change a stage's order, click the up or down arrow on its row.
2. To edit it, click the pencil icon, change the name, probability or rotting days, then click " **Save Changes** ".
3. To delete it, click its delete icon, pick in " **Move deals to *** " the stage its deals move to, then click " **Delete Stage** ".

> **Note:** You can't delete a pipeline's only stage. And "**Won**" and "**Lost**" aren't stages: they are the deal's outcome at the end of any pipeline.

### Setting the default pipeline, and hiding or renaming a pipeline

The default pipeline is the one the deal pages open on, and the one new deals go into:

1. Click " **Make default** " on the pipeline's card, and it shows " **Default** ".
2. To hide a pipeline you no longer use from the deal pages, click " **Hide** ", and it shows " **Hidden** ". To bring it back, click " **Show** ".
3. To rename it, click its name, type the new name, then click " **Save** ".

> **Note:** The default pipeline can't be hidden, so make another one the default first.

### Managing lead sources

Sources are the list your team picks from to say where a customer came from, on leads, contacts, organizations and deals. To add a source:

1. In " **Settings** ", open " **Lead Sources** " under " **Sales setup** ", and type the " **Source name** ".
2. Pick the " **Color** ", and watch how the source looks in " **Preview** ".
3. Click " **Add source** ", and it shows in " **Your sources** " with its ID and the number of records using it.

> **Note:** A source that records use can't be deleted, so change the source on those records first.

### Managing lost reasons

When your team marks a deal as lost, they must pick a reason from this list:

1. In " **Settings** ", open " **Lost Reasons** ", type the " **Reason name** ", then click " **Add reason** ".
2. Order the reasons with the arrows, and your team sees them in that order.
3. To retire a reason you no longer want, untick " **Active** ", and it becomes " **Hidden** ".

> **Note:** A hidden reason stays on past deals, and can't be picked for new losses. A reason that deals use can't be deleted, only hidden.

### Managing industries

Industries are the list you pick an organization's industry from:

1. In " **Settings** ", open " **Industries** ", and type the " **Industry name** ".
2. Click " **Add industry** ", and it shows in " **Your industries** " in A–Z order, with its ID.
3. An industry that organizations use can't be deleted, so move them to another industry first.

### Managing activity types

Activity types are what your team picks from when logging an activity, such as a call or a meeting. You can add your own, such as WhatsApp:

1. In " **Settings** ", open " **Activity Types** ", type the " **Activity type name** ", pick the " **Icon** " and the color, then click " **Add type** ".
2. Tick Meet on the type's row so it offers a Google Meet link when an activity of that type is added.
3. To hide a type you don't use, untick " **Visible** ", and it becomes " **Hidden** ".

> **Note:** Built-in types (marked "**Built-in**") can't be deleted, but you can hide them. A hidden type stays on existing activities, but doesn't show when logging a new one. Reps see the Google Meet link after they connect their Google account in "**Settings**" → "**Email & Calendar**".

### Managing tags

Tags are labels your team puts on deals, organizations, contacts, leads and activities, to group similar records and search by them:

1. In " **Settings** ", open " **Tags** ", type the " **Tag name** ", pick the " **Color** ", then click " **Add tag** ".
2. To rename a tag, click its name, type the new name, then click " **Save** ". Sources, lost reasons, industries and activity types are renamed the same way.
3. To delete a tag, click its delete icon, then " **Delete** ", and it comes off every record.

## Important Things to Know

- All of these settings are for admins only.
- To color stale deals on the pipeline board, turn on " **Mark stale deals** " in " **Settings** " → " **Company** ".
- To add custom fields to the lead forms on your website, see [Creating Lead Forms and Adding Them to Your Website in "Edara CRM"](https://help.getedara.com/en/articles/90000032-creating-lead-forms-and-adding-them-to-your-website-in-edara-crm) .

## Try It Yourself

Sample data — it doesn't affect any real data. Add a custom field, or try "Shows on" and the options of "Contract type", then open "Pipelines" or one of the lists from the settings menu.

## You May Be Wondering

**Can I change a custom field's type after adding it?**

No. A field's name and type don't change once it is added. Delete it and add a new field with the type you want, keeping in mind that deleting it removes its values from all records.

**What happens to the deals when I delete a stage?**

They all move to the stage you pick in "Move deals to" before deleting, so no deal is lost.

**When does a deal count as stale?**

When its stage's rotting days pass with no call, meeting, note or email sent from the CRM. Editing the deal does not reset the clock.

**Why can't I delete a lost reason or an activity type?**

Because records use it, or because it is a built-in type. Hide it instead, so it stays on old records and doesn't show on new ones.