CRM
Video: The Pigeon CRM and how fields work (2 mins)
How to add a new field
- Scroll to the right of your collection.
- Click the "+" sign on the furthest column to the right.
- Choose the type of field you'd like to add.
- Name your field.
- Click "Add".
The different types of fields
- Text
- Select (allows for dropdown, great for lead status and other grouping features)
- Date field
- Email field (if you plan to send emails to your entries)
- URL field
- Checkbox
- Google Drive
We also have smart fields, such as "Last Interaction" - learn more about smart fields.
How to add, delete, move or change colors for options in your select fields
- Select the "down arrow" in the column header.
- Click "Settings".
- Add new options or make changes to your current options.
How to reorder fields
- Click the 'left' or 'right' arrow/caret in the column header
How to rename a field
- Select the "down arrow" in the column header.
- Click "Settings".
- Edit the "Field Name" and click "Update"
How to delete a field
- Select the "down arrow" in the column header.
- Click "Settings".
- Click "I want to delete this field."