PipelineDeals Help Center
Customize your Account Settings
Account Settings is a feature available to Account Administrators. You can access it by clicking your avatar or initials in the upper right-hand corner of PipelineDeals, then on "Account Settings".
Here you can customize the following:
- Account Details
- Payment & Billing
- Colors & Branding
- Custom Fields
- Add/Edit Forms
- Tasks & Events
- Person Statuses
- Person Tags
- Deal Stages
- Activity Categories
- PipelineDeals API
- Automations (Accelerator Only)
Note: If you prefer to watch a video, we have a webinar available on customizing your account settings called Setup for Success. Check it out!
Enter your company's name, phone number and technical contact, and set the currency type for your account. You can also choose account level visibility rules for what your users can and cannot see in your account. Read our Add and Manage Users article to learn more.
From here, you can add new users, modify existing users, and remove users from your PipelineDeals account. You can learn more about adding, removing, and managing users here.
Our Payment & Billing page allows you to change your subscription type, method of payment, and billing contact information. Learn more about Payment & Billing here.
Choose a preset theme or customize your header color and upload your company logo.
Company Custom Fields -- Create custom fields to track industry, size, revenue, or other special attributes for the companies and accounts with whom you do business.
Deal Custom Fields -- Create custom fields to track product interest, additional sales and forecast numbers, or sales process fields related to your business opportunities.
Person Custom Fields -- Create custom fields to track special attributes for your relationships like a date field for birthdays, a pick-list of hobbies, or other personalized information.
Please note that if use the Standard plan, there is a limit of 25 custom fields per tab for a total of 75 custom fields. If you are on the Accelerator plan, you have unlimited custom fields.
To add a Custom Field, click on the appropriate tab for the type of custom field you wish to make (Company, Deal or Person), then click Create new (company/deal/person) custom field and choose the Custom Field type you want to create. Learn more about the different types of custom fields on our Custom Fields article.
The Add/Edit Forms page allows you to modify the order in which fields appear when inputting new company, deal, or person records. Learn more about Add/Edit Forms here.
Task & Event Types - Task and event types let you classify specific activities you schedule on your calendar so you can report on your sales activities. Common task and event types include: call, appointment, todo, product demo, promotional event, and personal time off. You can use the default types or you can edit, rename and even add some of your own. The one in the first position will be the default selection when new Tasks or Events are created.
You can edit existing task types by clicking on the edit icon (1), which looks like a pencil and paper. Clicking the delete icon (2), which looks like a trash can, allows you to delete a task type. Note that you cannot delete the task type "Milestone", as that is used to generate automatic tasks on expected close dates for deals. Clicking and dragging on the three lines icon (3) allows you to drag and drop task types into the order you like. Clicking "Add new type" (4) allows you to add a new task type.
To-do Templates - This is where you create, edit or delete task and event templates. Templates may then be applied to deals or people. You will have the option to make a template the default template and have it automatically applied when a deal or person is created. You may also apply templates manually.
Clicking on the To-do Templates tab (1) will bring you to the To-do Templates menu.
From here, you can edit existing templates (2) by clicking the edit icon, delete existing templates (3) by clicking the delete icon, and create new templates by clicking the "Create new To-do template" button (4). Note that templates are listed in alphabetical order.
Editing an existing template or adding a new template will bring up the window below. Select a name for the template (1) that describes the template as clearly as possible. You can choose to set this template as the default for that template type (2), which will automatically apply this template to all new deals or people created in your system, depending on template type selected. Note that you can only have one default template per type, so if you want to have multiple templates apply at once, you'll want to create a template which brings together all of the to-do items from each of the templates you want to include. The Template type (3) indicates whether the template can be applied to people or to deals. If you wish for a template to be applied to both people and deals, you'll need to make two separate templates with identical to-do items.
The Day number (4) indicates the number of days after the template is applied that a task is due. Day 0 is the same day the template is applies, day 1 is the day after the template is applied, and so on. Task Name (5) is the name of the task. When choosing a name for your task, pick something that clearly indicates what it is you should do. Type (6) is the type of task. You can, of course, manage the types available to choose from on the Task & Event Types tab. You can edit or delete individual tasks using the edit and delete icons (7). The edit icon is on the left and looks like a pencil and paper, and the delete icon is on the right and looks like a trash can. Add tasks to the template using the "+ Add task" link (8). When you have your template set up to your specifications, be sure to press Save (9).
Create statuses for the People you know to help sort and prioritize your relationships (e.g. Hot, Cold, Archived, Follow Up). You can only have one Status on a person at a time, so it's a great way to keep track of relationship progress. For more complex information, you may want to consider using person tags instead.
You can view the names of the statuses you currently have set up on the left hand side (1). The color that indicates that status is visible in the middle (2). On the right are action icons (3), which you can use to edit, delete, and reorder the list of statuses.
The edit icon is on the left and looks like a pencil and paper. The delete icon is in the middle and is shaped like a trash can. Click and drag the three lines icon to drag and drop the status and reorder your list of statuses. Clicking on the "Add a new person status" button (4) allows you to create a new status.
When adding a new status or editing an existing status, the window below appears. Pick a name for the status in the text box at the top (1). Select a color for the status using either hexadecimal code (2) or the color picker (3).
When you're all finished, don't forget to save your work (4) by clicking either "Save" or "Save and add another", depending on if you plan on adding additional statuses or not.
Person tags allow you to associate one or more keywords or phrases to your people. You can use tags to indicate club membership (Rotary Club, Chamber of Commerce, etc.), industry (Retail, Manufacturing, etc.), attendance at events (Trade Show 2016, Speaker Event May 2015, etc.), even hobbies and interests (Hockey Fan, Animal Lover, etc.). The possibilities are limitless, because there is no limit to how many tags you can apply to a person. Tags make it very east to sort and filter your list of people into categories that are relevant to you.
Managing your person tags from the Person Tags menu is very straightforward. The list is in alphabetical order by the name of the tag (1). You can edit or delete existing tags using the icons on the right (2). Click the edit icon on the left, which is shaped like a pencil and paper, to edit the name of a tag. Click on the delete icon on the right, which is shaped like a trash can, to delete a tag from your system.
Add new tags by clicking the "Add a new person tag" button (3) towards the bottom.
Deal Stages allow you to define your sales process. A probability is associated with each stage and indicates how likely a deal is to close. Use the default deal stages, or you can customize the sales process by editing and adding new sales process stages.
You can view the names of your Deal Stages along the left hand side (1). The Stages are listed in order based on their probability percentage (2). You must have a 0% probability stage, which represents a lost deal, and a 100% deal stage, which represents a won deal. Aside from these two, you can have up to 99 custom deal stages at each whole percentage point in between (1% to 99%). Note that you can only have one stage per percentage point.
You can edit existing deal stages using the icons on the right (3). Click the edit icon on the left, which is shaped like a pencil and paper, to edit the name of a stage. Click on the delete icon in the middle, which is shaped like a trash can, to delete a stage from your system. Drag and drop using the rearrangement icon on the right, which looks three lines, to reorder your deal stages. This will automatically swap deal percentages around to reflect the changes you make through drag and drop reordering. Click on the "Add a new deal stage" button (4) to add a new deal stage.
Doing so will bring up the window below, where you can enter the name (1), as well as the probability percentage (2) for the deal stage. Remember that it will not allow you to save your new stage if there is already another deal stage at that probability percentage, and that you can only use whole percentages with no decimals as probability percentages. Click on "Save" or "Save and add another" (3) to
Deal Loss Reasons
Understanding why a deal was lost can be just as important as understanding why a deal was one. For that reason, we have custom Deal Loss Reasons which you can mark your lost deals with. Click on the "Deal Loss Reasons" tab (1) from the Deal Stages page to view the menu below. You can choose to automatically show the deal loss reason dialog when a deal stage is changed to "Lost" (2). This means that when a deal is set to whatever you call your 0% probability stage, a box will pop up prompting you to select one of the deal loss reasons you have specified on this page, and also offers a space to type up a note outlining details, if you'd like. The name of the loss reason is listed on the left (3).
You can edit existing deal stages using the icons on the right (4). Click the edit icon on the left, which is shaped like a pencil and paper, to edit the name of a loss reason. Click on the delete icon in the middle, which is shaped like a trash can, to delete a loss reason from your system. Drag and drop using the rearrangement icon on the right, which looks three lines, to reorder your deal loss reasons. Click on the "Add a new deal loss reason" button (5) to add a new loss reason.
Tracking the Source for your leads and deals helps you understand which marketing initiatives drive your business. Sources are listed on this page alphabetically by name (1). You can see the cost of the lead (2) and whether the cost is on a per lead/deal basis or a flat fee.
Using the icons on the right (4) you can edit or delete Sources. Click on the edit icon on the left (which looks like a pencil and paper) to edit a Source, and click on the delete icon on the right (which looks like a garbage can) to delete a Source. Click on "Add Source" (5) to add a new Source to the system.
Doing so will bring up the window below. Where you can enter the name (1) of the source as well as the cost (2). If there is no cost associated to the lead, leave this field blank. You can also pick whether the cost is a flat fee or on a per lead/deal basis (3). If you enter a cost amount, this field will be required, and if you choose an option here, you will need to enter an amount in the cost field before it will allow you to save, so be sure not to make a selection here if there is no associated cost.
When you're done, hit the "Save" button (4) to save your work, or click on the "Save and add another" to save your work and create another Source.
Activity Categories allow you to classify your activity into categories so that you can track your sales activities. Popular activity categories include phone calls, emails, meetings, competitor, and deal background.
The category Emails is a permanent category that cannot be removed or deleted from your activity list. It will help you automatically track all the emails you send to your customers and BCC to your account. Learn more about how PipelineDeals works with your email here.
The names of your activity categories are listed on the left (1). Using the icons on the right (2) you can edit or delete activity categories. Click on the edit icon on the left (which looks like a pencil and paper) to edit a category's name, and click on the delete icon on the right (which looks like a garbage can) to delete a category. Click on "Add a new activity category" (3) to add a new category to the system.
From the Files page, you can manage both your Shared Files and your File Tags.
Shared Files are managed by the administrator and available to every user in the account. Here you can upload presentations, price sheets, marketing collateral or anything else you might want your team to have access to. Simply click on "Upload file" (1) to upload a file shared across all users. You can also delete shared files by clicking on the "Delete" link (2) next to the file you wish to delete.
Click on "File tags" to access the File Tag portion of the Files page. Your current tags are sorted alphabetically. You can click on the pencil and paper icon to edit an existing tag or the trash can icon to delete an existing tag (1). Click "Add a new file tag" (2) if you wish to add a new file tag.
You can also add tags from the Files section of a person, company, or deal profile page by clicking in a cell under the "Tags" column, then on "+New" (1). You can also click on the gear icon (2) to be taken to the file tag management page.
On this page you can find information and setup information for various integrations that we have available. You can learn more about our Integrations on our Knowledge Base.
The PipelineDeals API allows programmers to create custom integrations with our system. Learn more about our API here.
Automations, which are only available to our Accelerator platform users, allow you to set up triggered events within PipelineDeals. Learn more about setting up and using Automations here.
Build a custom form for your website that allows potential leads to enter their own information directly into PipelineDeals from your website. Learn more about Web-to-Leads here.