Adding Pipeline Records

Pipeline records in BoldSales can be created from several areas across the application. This guide explains how to open the pipeline record creation form, enter essential details, and switch to the expanded form when additional information is needed.

Note for non-admin users: If you don’t have access to configure or manage the respective pipeline, contact your BoldSales administrator to request the required permission.

Note for administrators: For managing permissions, refer to Understanding permissions in pipelines module

Adding a new pipeline record

There are multiple ways to access the pipeline record creation form:

From the pipelines module

Go to Pipelines from the left sidebar.
Select the pipeline.
Click + record (for example, + Deal, + Order, + Renewal, or + Contract) at the top-right of the pipelines page.

Using the global add icon

Click on this icon at the top-right of the page.
Select Pipelines > Pipeline (for example, Deal, Order, Renewal, or Contract).
Keyboard shortcut: N + D.

In all the above options, a quick form appears, allowing you to enter essential details quickly.

save time when creating record with the quick form

If you want to update additional information not shown in the quick form, click on expand create form icon to open the full creation form. The expanded form displays additional fields based on your pipeline field configuration.

Filling in more details

When the expanded form opens, you can provide additional information. The available fields in the form may vary based on that pipeline’s field setup.

Name: Enter a name for the pipeline record.
Company: The organization associated with this record.
Contacts: Add a primary contact and additional related contacts associated with this record.
Stage: Select the current pipeline stage, such as Qualification or Negotiation.
Amount: Enter the expected value of the deal.
Closing date: Choose the target date for closing the record.
Priority: Choose the urgency level that reflects the importance of the record.
Owner: The user responsible for managing the record. You can click Assign to me if you will be the owner.

Click Create to save the pipeline record.

enter complete record details using expanded form

Adding fields to the expanded form

The fields that appear in the expanded form depend on the pipeline record fields configuration. If you want to add more fields to the form or change which ones are required, you can configure them from Setup > Modules and Fields > Pipelines. Select the pipeline under Manage Pipelines, then open the Fields tab to make the necessary changes.

For detailed steps on how field visibility and mandatory fields work, visit: Customizing pipeline fields.

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