Shape it to how you sell
In Settings, admins add fields and objects, set the rules a save must pass, and choose each pipeline's stages.
Fields, objects and the rules they keep
Fields of 14 types
Text and long text, number, currency and percent, date, date and time, picklist and multi-picklist, checkbox, lookup, email, phone and URL.
Objects of your own
Add custom objects with their own fields, beside accounts, contacts, leads, opportunities and activities.
Required fields and validation rules
Refuse a save when a condition holds, with a message on the field: for example, a deal closed lost needs a loss reason.
Relabel and retire
Relabel standard fields, and retire picklist values without losing the records that use them.
Pipelines and stages
Add pipelines and set each stage's probability, and whether it's open, won or lost.
Indexes
Saving a view adds the index it needs and builds it in the background. Admins see and remove indexes in Settings.
Keep every customer and deal in Customers
Team, Complete and Enterprise include it, with Mail, Drive, Tasks and the rest of your workplace.