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
1
Select the pipeline
Click either Lead Pipeline or Deal Pipeline tab.
2
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)
3
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).
4
Save
Click Save Pipeline to apply your changes. Changes are not saved until you click this button.
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
1
Click Add Field
Click the Add Field button on the Custom Fields tab.
2
Configure the field
3
Click Create
The field is created and will appear on the create/edit forms for that entity type.
Field types
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.