Stages & Custom Fields

Customising your pipeline stages and deal fields lets you match Bsynced CRM exactly to your sales process.

Managing Pipeline Stages

Go to Settings → Pipeline Stages to add, reorder, or remove stages.

Adding a Stage

1. Click + Add Stage.
2. Enter a stage name (e.g. "Discovery Call Scheduled").
3. Set a probability % — this is the likelihood of closing a deal in this stage, used in forecast calculations.
4. Choose a colour for the stage label.
5. Click Save.

Reordering Stages

Drag and drop stage rows to reorder them. The order here reflects the left-to-right order on the Pipeline Board.

Deleting a Stage

Click the trash icon next to a stage. If any deals are currently in that stage, you will be prompted to move them to another stage before deletion.

You cannot delete a stage with active deals

Move or reassign all deals first, then delete the stage.

Stage Probabilities and Forecasting

Each stage's probability % feeds directly into the Forecast report in Insights. The weighted pipeline value is calculated as:

Weighted Value = Deal Value × (Stage Probability / 100)

For example, a £10,000 deal in a "Proposal Sent" stage with 60% probability contributes £6,000 to the weighted forecast.

Custom Fields

Custom fields allow you to capture deal-specific data beyond the standard fields (title, value, close date, etc.).

Go to Settings → Custom Fields to manage them.

Supported Field Types

Type	Use case
Text	Short notes, codes, names
Number	Quantities, scores, ratings
Date	Key dates beyond close date
Dropdown	Fixed-option selections
Checkbox	Yes/No flags
Multi-select	Multiple categories or labels
URL	Website links

Adding a Custom Field

1. Click + Add Field.
2. Choose the field type.
3. Enter a label (e.g. "Contract Type").
4. For dropdowns and multi-select, enter the options.
5. Toggle Required if the field must be filled before saving a deal.
6. Click Save.

Custom fields appear in the deal detail modal under the standard fields section and are also available as filter criteria on the Pipeline Board.

Reordering and Hiding Fields

Drag fields to reorder them. Toggle the Visible switch to hide a field from the deal modal without deleting it.

Use custom fields in filters

Once a custom field is created, you can filter the Pipeline Board by its values. This is useful for segmenting deals by region, product line, or contract type.

Terminology Customisation

If your business uses different terms (e.g. "Opportunity" instead of "Deal", "Prospect" instead of "Lead"), go to Settings → Terminology to rename labels globally across the CRM.