The CRM adapts to your process. Three customization tools apply across the modules where they make sense.
1. Customize stages and statuses
Every board's columns are editable. You can:
Add a new stage with a name and colour
Rename or recolour existing stages
Reorder columns by dragging
Delete stages you don't use
Deal pipeline stages are the most common thing to customize. Note that for Meetings, the equivalent manager is called Venues.
2. Customize create forms
Each entity's create form has an editor that lets you:
Turn optional properties on or off (for example, add Priority or Next Step to deals)
Choose which related records (Company, Contacts, Products) can be linked at creation
Save to apply the layout for your team, or Reset to restore defaults
Form editing is permission-gated — if you don't have access, the editor will tell you.
3. Customize table columns
In any table view, click Edit Columns to open Choose which columns you see:
Keep the core columns visible
Add optional custom fields and associations
Drag columns to reorder, then click Apply
Your column layout is saved per entity, as is your board-or-table view choice for each tab.
Tips
Mirror your real sales process in your deal stages before importing leads — clean stage history is easier than renaming after the fact.
Keep create forms minimal; every extra field slows down data entry.