Learn more about Nutshell’s per-pipeline custom fields!

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Understanding your company’s key performance indicators, sales process, and industry trends is an absolute must to ensure your sales report provides the overview you need. With it, you’ll have the information you need to make data-driven decisions related to your approach and objectives that could impact business growth.

Custom fields are an essential part of organizing mission-critical data in your CRM—they allow you to gather and track the most important information for running your business successfully.

In Nutshell, you can create custom fields for People, Company, and Lead records. With the newest enhancement to custom fields, you can also specify which custom fields apply to your different sales pipelines.

If your team is working leads through multiple pipelines, it helps to collect lead-specific information that can help you close the deal. Consider these examples:

Rental vs. Purchase pipelines: For rentals, you may need to collect rental benin phone numbers start and end dates for your leads—but that information isn’t relevant for outright purchases.
New Leads vs. Onboarding pipelines: When onboarding new customers, good examples of per-pipeline custom fields might include SKUs of the product(s) purchased and which team members the customer has already been working with.
New per-pipeline custom fields enable your team to gather pipeline-specific information for each of your leads, keeping the most relevant data front and center.


What are per-pipeline custom fields?
Per-pipeline custom fields are fields you designate to apply only to certain sales pipelines in Nutshell. The ability to assign custom fields to specific pipelines helps your team keep Lead pages organized and focused on relevant information, so you don’t get bogged down in unnecessary details.

How do I create per-pipeline custom fields?

When creating a custom field, choose whether to show the field across all pipelines or only for specific pipelines. Then select the pipeline (or pipelines) where you’d like to assign the custom fields. In the image above, we’ve created a custom field called “Invoice number” and assigned it to our New Equipment pipeline.