How are people structuring sales process steps in custom fields?

Jamie Pride
Jamie Pride Member Posts: 31
10 Comments 5 Likes Name Dropper First Anniversary
edited July 2022 in Sales CRM #1

Hey fellow pipedrivers,

I am curious to see how others are structuring their sales/qual processes in custom fields. At present I am including;

  • Source
  • Call Objective
  • Ask
  • Solution

But am interested to see what others are capturing on the deal record to help prompt a structured approach to sales process. 


  • Amit Sarda (
    Amit Sarda ( Member Posts: 1,363
    1000 Comments Third Anniversary 100 Likes 5 Answers
    edited May 2022 #2

    Hi @Jamie Pride 

    I think this is very business-specific.

    For instance, for a d2c brand, I am tracking source, items they're interested in, their purchase timeline, campaign, etc. For a dental practice, I am tracking source, treatment, agency, etc. These data points help analyse the effectiveness of the lead gen initiatives and the sales process.

  • Liz (Ops Designed)
    Liz (Ops Designed) Member Posts: 109
    100 Comments Second Anniversary 5 Insightfuls First Answer
    edited May 2022 #3

    100% echo @Amit Sarda here, @Jamie Pride. What's most important about your fields is that you're using single option, multiple options, and date fields vs. text and auto-complete, whenever possible. You have much better reporting capabilities with pre-defined fields compared to text fields.