Admin workspace
Manage CRM field definitions and layout sections for contacts, companies, deals, tasks, and activities. Changes are saved once the CRM metadata service is wired up.
Recent changes
Track key CRM updates across records. Activity is captured server-side to prevent actor spoofing.
| Timestamp | Entity | Event | Actor | Details |
|---|---|---|---|---|
| Loading audit activity… | ||||
Pipeline stages & deal settings
Configure the order, status, and close-out flags for deal stages. Stable keys keep reporting and automation consistent.
Pipeline selection
Switch between pipelines to edit their stage configurations.
Core sales pipeline
Standard mid-market sales process from new lead to close.
7 stages configured for this pipeline.
Add pipeline (admin only)
Create additional pipelines for different sales motions or customer segments.
Stage list
Reorder stages and mark closed-won or closed-lost outcomes for Core sales pipeline.
Stage 1
New
Key: new
0 active deals
Stage 2
Qualified
Key: qualified
0 active deals
Stage 3
Proposal
Key: proposal
0 active deals
Stage 4
Negotiation
Key: negotiation
0 active deals
Stage 5
Contract
Key: contract
0 active deals
Stage 6
Closed won
Key: closed_won
0 active deals
Stage 7
Closed lost
Key: closed_lost
0 active deals
Add a stage
Stage keys are permanent identifiers used in reports and automation.
Contacts
Define the fields and layout your team captures when managing contacts.
Field definitions
Add, edit, or archive fields that appear on records.
Account owner
Text
First name
Text • Required
Last name
Text • Required
Text • Required
Lifecycle stage
Select
Options: Subscriber, Lead, Customer
Birthday
Date
Last contacted
Date
Next touchpoint
Date
Preferred channel
Select
Options: Email, Phone, SMS, LinkedIn
Priority score
Number
Newsletter opt-in
Boolean
Time zone
Text
Website
URL
Profile summary
Text
Add a new field
Field keys are generated automatically from the label.
Layout sections
Create sections and reorder fields within each section.
Add a new section
Section 1
First name
Text
Last name
Text
Text
Account owner
Text
Section 2
Lifecycle stage
Select
Birthday
Date
Section 3
Last contacted
Date
Next touchpoint
Date
Preferred channel
Select
Priority score
Number
Newsletter opt-in
Boolean
Section 4
Time zone
Text
Website
URL
Profile summary
Text
Companies
Configure company properties, sections, and the order they appear in records.
Field definitions
Add, edit, or archive fields that appear on records.
Company name
Text • Required
Domain
Text
Employee count
Number
Industry
Select
Options: Fintech, Healthcare, Retail
Renewal date
Date
Add a new field
Field keys are generated automatically from the label.
Layout sections
Create sections and reorder fields within each section.
Add a new section
Section 1
Company name
Text
Domain
Text
Employee count
Number
Section 2
Industry
Select
Renewal date
Date
Deals
Control deal fields, ownership metadata, and section layouts for the pipeline.
Field definitions
Add, edit, or archive fields that appear on records.
Deal name
Text • Required
Deal value
Number
Close date
Date
Deal owner
User
Deal type
Select
Options: New business, Expansion, Renewal
Option enforcement enabled.
Stakeholders
Multi-select
Multi-select options: Finance, Legal, Operations
Option enforcement enabled.
Add a new field
Field keys are generated automatically from the label.
Layout sections
Create sections and reorder fields within each section.
Add a new section
Section 1
Deal name
Text
Deal value
Number
Close date
Date
Section 2
Deal owner
User
Deal type
Select
Stakeholders
Multi-select
Tasks
Customize task fields, assignments, and validation rules for follow-up work.
Field definitions
Add, edit, or archive fields that appear on records.
Task title
Text • Required
Due date
Date
Assignee
User
Priority
Select
Options: Low, Medium, High
Option enforcement enabled.
Tags
Multi-select
Multi-select options: Follow-up, Paperwork, Internal
Option enforcement enabled.
Reference URL
URL
Add a new field
Field keys are generated automatically from the label.
Layout sections
Create sections and reorder fields within each section.
Add a new section
Section 1
Task title
Text
Due date
Date
Assignee
User
Section 2
Priority
Select
Tags
Multi-select
Reference URL
URL
Activities
Keep activity logging lightweight with a few optional custom fields.
Field definitions
Add, edit, or archive fields that appear on records.
Activity type
Select • Required
Options: Note, Call, Meeting, Email
Option enforcement enabled.
Outcome
Select
Options: Positive, Neutral, Needs follow-up
Option enforcement enabled.
Follow-up URL
URL
Add a new field
Field keys are generated automatically from the label.
Layout sections
Create sections and reorder fields within each section.
Add a new section
Section 1
Activity type
Select
Outcome
Select
Section 2
Follow-up URL
URL