Go to Customize in the sidebar under Mini CRM. You will see two tabs: Pipelines and Custom Fields.Documentation Index
Fetch the complete documentation index at: https://docs.astradial.com/llms.txt
Use this file to discover all available pages before exploring further.
Pipelines
Pipelines define the stages that leads and deals move through. Astradial comes with default stages, but you can customize them to match your sales process.Edit a pipeline
Manage stages
You will see a table showing each stage with its order, display name, and internal key.Available actions:
- Move Up/Down — Reorder stages with arrow buttons
- Rename — Click the pencil icon to change a stage’s display name
- Delete — Click the trash icon to remove a stage (minimum 2 stages required)
Add a new stage
Type a name in the input field at the bottom and click Add Stage. The internal key is auto-generated from the name (lowercase, underscores instead of spaces).
Custom fields
Custom fields let you add extra data to your companies, contacts, and deals. For example, you might add a “Contract Number” field to companies or a “Lead Score” field to contacts.Add a custom field
Configure the field
| Setting | Description |
|---|---|
| Entity Type | Which entity this field belongs to (Contacts, Companies, or Deals) |
| Field Label | Display name (e.g., “Contract Number”) |
| Field Type | The type of data this field holds (see below) |
| Options | For Select fields only — comma-separated values |
| Required | Whether this field must be filled in |
Field types
| Type | Description | Example |
|---|---|---|
| Text | Short text | ”Contract #12345” |
| Number | Numeric value | 42 |
| Date | A calendar date | 2026-04-15 |
| Select | Dropdown with predefined options | ”Gold, Silver, Bronze” |
| Checkbox | Yes/No toggle | true |
| Email address | [email protected] | |
| Phone | Phone number | +919944421125 |
| URL | Web address | https://example.com |
| Long Text | Multi-line text | Detailed notes… |
Edit or delete a field
- Edit — Click the pencil icon to change the label, type, options, or required setting
- Delete — Click the trash icon to remove the field
Each entity type (Contacts, Companies, Deals) has its own set of custom fields. Switch between tabs to see fields for each type, with a badge showing the count.