> ## 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.

# Custom fields and pipelines

> Customize your CRM by adding custom fields to any entity and configuring pipeline stages.

Go to **Customize** in the sidebar under **Mini CRM**. You will see two tabs: **Pipelines** and **Custom Fields**.

## 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

<Steps>
  <Step title="Select the pipeline">
    Click either **Lead Pipeline** or **Deal Pipeline** tab.
  </Step>

  <Step title="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)
  </Step>

  <Step title="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).
  </Step>

  <Step title="Save">
    Click **Save Pipeline** to apply your changes. Changes are not saved until you click this button.
  </Step>
</Steps>

<Warning>
  Renaming or deleting a stage does not move existing leads or deals. If you delete a stage that has items in it, those items will keep their old status until manually updated.
</Warning>

## 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

<Steps>
  <Step title="Click Add Field">
    Click the **Add Field** button on the Custom Fields tab.
  </Step>

  <Step title="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                               |
  </Step>

  <Step title="Click Create">
    The field is created and will appear on the create/edit forms for that entity type.
  </Step>
</Steps>

### 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**     | Email address                    | [john@example.com](mailto:john@example.com) |
| **Phone**     | Phone number                     | +919944421125                               |
| **URL**       | Web address                      | [https://example.com](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

<Note>
  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.
</Note>

### How custom fields are stored

Custom field values are stored separately from standard fields. When you create or edit a company, contact, or deal, any custom fields you have defined will appear in the form. The values are saved as key-value pairs linked to the entity.