Understanding System Pipeline Fields

System pipeline fields are predefined fields that capture essential details for managing and tracking records across different pipelines. These fields are built into BoldSales to support core functionalities such as record creation, automation workflows, and integrations. They are automatically included in relevant pipelines and cannot be removed, ensuring consistency and reliability in tracking pipeline data.

Accessing system pipeline fields

You can access and view pipeline fields using any of these two ways:

• Go to Pipelines (Business Process Pipelines) from the left sidebar then click Manage Pipelines.

Or

• Go to Setup from the left sidebar, then navigate to Modules and Fields > Pipelines or use the search bar in Setup and type Pipelines.
  

The Manage Pipelines tab opens. This is where all pipelines are configured and managed as needed.

• To view pipeline specific fields, select the pipeline you want and open the Fields tab
  

• To view all the built-in pipeline fields, click All Pipeline Fields tab to see every field across all pipelines.
  

System pipeline fields

Below are the available system pipeline fields and their purpose in managing and tracking pipeline records.

Amount

Represents the monetary value associated with the pipeline record. This is typically the estimated revenue that the opportunity could generate if successfully closed.

Closed lost reason

The reason why the opportunity was lost. This insight is valuable for identifying patterns, improving processes, and reducing future losses.

Closed won reason

The reason why the opportunity was successfully closed. Capturing this information helps in understanding what contributed to success and can inform future strategies.

Closing date

The expected or actual date when the pipeline record will close. Accurate closing dates are critical for predicting revenue and planning resources.

Company

Stores company associated with the pipeline record. This connection provides context and allows easy access to related information such as company details and history.

Contacts

Stores one or more related contacts associated with the pipeline record. Associating contacts ensures that communication is streamlined and all stakeholders are accounted for.

Contract end date

The end date of the contract associated with the pipeline record. Tracking this ensures timely renewals and prevents service interruptions.

Contract start date

The start date of the contract associated with the pipeline record. This is important for managing deliverables and billing cycles.

Contract term

Specifies the duration of the contract in months. This is useful for calculating billing cycles and renewal timelines.

Description

Provides additional details or context about the pipeline record. This can include background information, client requirements, or any notes that help in managing the opportunity effectively.

Name

The title or name given to the pipeline record for easy identification.

Next step

Notes the next best action for the pipeline record, such as scheduling a meeting, sending a proposal, or following up with the client. Keeping this updated ensures momentum in the sales process.

Order end date

The end date for an order of the pipeline record. It helps in managing timelines and ensuring customer satisfaction.

Order start date

The start date for an order of the pipeline record. This is relevant for operational planning and fulfillment.

Owner

Identifies the user responsible for managing the pipeline record. Assigning an owner ensures accountability and clarity on who is driving the opportunity forward.

Priority

Helps rank pipeline records based on importance or urgency (such as High, Medium, or Low), enabling sales teams to focus on the most critical opportunities first. The options can be customized to suit business needs.

Source

Shows the origin of the pipeline record (such as Referral, Website, Organic search, or Call). Understanding the source helps in evaluating the effectiveness of marketing channels and lead generation strategies. The options can be customized to suit business needs.

Stage

Indicates the current stage of the pipeline record (such as Qualification, Proposal, Negotiation, or Closed won/lost). Stages reflect the progress of the opportunity and help track the sales cycle. You can customize stages based on your business needs, and each pipeline can have its own set of stages.

Type

Specifies the category of the pipeline record (such as New Business, Existing Business, etc.). This classification helps in segmenting opportunities and analyzing performance. The options can be customized to suit business needs.

Customization note: Though system fields cannot be deleted or have their field type changed, you can modify aspects such as visibility, mandatory status, dynamic behavior, and field order. For more details, refer to Customizing pipeline fields.