Next steps in BoldSales

Once you’ve completed the basic setup in BoldSales, use this guide to continue configuring custom pipelines, module fields, automation rules, saved views, audit logs, the timeline view, etc.

Creating custom pipelines

BoldSales comes with a default Deals pipeline that works well for most teams when getting started. As your business grows or your internal processes diversify, you can create custom pipelines for more than just deals. Pipelines can be tailored for leads, contracts, orders, renewals, or any other business workflow your team manages. By defining your own stages and customizing the flow, each pipeline can manage the exact process it demands. This ensures every item, whether a deal, contract, or renewal, moves through the right steps and is tracked consistently from start to finish without chaos.

1. Navigate to Setup > Modules and Fields > Pipelines and click .
2. Fill in all the necessary details, including the singular name (used on buttons and record creation), plural name (used in controls like menus, dropdowns, and view lists for selecting pipelines), pipeline purpose (defines whether the pipeline is used for deal tracking, renewal management, order processing, etc.), permission sets (controls who can access this pipeline), and description (helps users understand the pipeline’s purpose). Click .
3. Define pipeline stages (e.g., Prospecting, Demo scheduled, Negotiation). Click .
4. Set up the fields required while creating new pipeline records. Click the button which will create the new pipeline.

Customize modules and fields

Modify module names and add custom fields to match your business terminology and data requirements. This helps you organize information in a way that fits your workflow and makes the CRM easier for your team to use.

Renaming modules

Rename modules as per your internal processes or preferred naming conventions.

1. Navigate to Setup > Modules and Fields.
2. Select the required module (e.g., “Contacts”).
3. Click the edit icon next to the name of the module.
4. Enter a new name (e.g., Clients) and save.

Custom fields

Custom fields let you capture and organize business-specific information that isn’t covered by the default BoldSales fields. You can add them to modules like Contacts, Companies, Pipelines, Products, and Sales Documents, and use them in views, automation, etc. to tailor to your exact needs.

To add custom fields, follow below steps:

1. Go to Setup from the left sidebar and open the respective module.
2. Click + Create Field/+ Create field.
3. Fill in all the necessary details and create it.

For more details, visit: Creating custom fields

Saved views

Access and analyze important data faster with standard and custom saved views. Each module comes with built-in standard views, and you can create additional custom views based on your specific needs. Saved views help you quickly focus on the most relevant records without repeatedly applying filters.

1. Open any module’s listing page (e.g., Contacts).
2. Under Views section, click Create
3. Apply the required filters and click Save.
4. Name the view and save it.

For more details, visit: Understanding views

Assignment automation

Ensure records are automatically assigned to the right team members using round-robin distribution, with optional conditions to further control the assignment.

1. Navigate to Setup > Automation > Assignment Rules.
2. Set up rules to assign records when they are created (contacts, companies, pipelines, and tasks) to specific users or teams.

For more details, visit: Setting up assignment rules

Workflow automation

Automate routine tasks like sending emails, updating fields, or triggering webhook based on events such as record creation, record updates, or scheduled date/time triggers. This reduces manual effort, saves time, and helps your team stay efficient and focused.

1. Go to Setup from the left sidebar.
2. In the Setup drawer, navigate to Process Management > Workflow Rules, or Automation > Workflow Rules. Alternatively, use the search bar in the drawer and type Workflow Rules.
   
3. Click button.
4. Define triggers (e.g., record created, record edited, scheduled date/time triggers etc.).
5. Add actions like sending emails, updating fields, or creating tasks.
6. Add optional conditions to control when the trigger should run, such as checking field values, record status, ownership, or other workflow-specific criteria.

For details on setting up workflow rules, visit the following articles:
Introduction to workflow rules
Understanding triggers and conditions
Instant actions and delayed actions

Audit logs

Track all configuration related activities for accountability and compliance. This includes actions such as adding or removing users, creating or modifying fields, updating permission sets, changing module or pipeline configurations, adjusting automation rules, and other administrative updates that affect your system setup.

1. Navigate to Setup > Security > Audit Logs.
2. View logs of all configuration related activities.
3. Filter by timestamp, categories, or actions.
   For more details, visit: How to view, search and interpret audit logs

Timeline view

It provides a clear overview inside the record, helping you quickly understand what happened, when it occurred, and who was involved. The timeline shows key activity on the record, including interactions (for example, an email or meeting), updates made to the record (like a status change), automation actions triggered (such as a workflow updating a field), etc.

1. Open any record’s detail page (e.g., Contact, Company, Pipeline record, Tasks, Events).
2. Go to the Activities/Timeline tab.
3. Under that section, you’ll find a detailed list of all actions related to the record.

Frequently asked questions (FAQs)

Where can I see the full history of a record?

Open the record’s detail page and check the Timeline section to view the updates.