Add fields and stages to the CRM

Every list starts with its own stages and fields. Workspace admins can change them; other members see the settings but cannot edit them.

1. In the CRM, choose the settings button at the right of the chips (CRM settings). It shows each list with its fields. API keys and webhooks are in your account settings, and website forms in the CRM's Forms chip.
2. Under Lists, rename a list by editing its name.
3. To add a stage, find the list's Status field, type the stage in New status and choose Add.
4. To add a field, type its name in New field, pick its type and choose Add field.

A field can be Text, Long text, Number, Money, Date, Checkbox, Select, Multi-select, Email, Phone, Link or Team member. Choices and stages each get a colour, which you can change next to them.

Under Records, People, Companies and Deals have their own fields, which show in every list they are in.

Archive instead of delete

Archive hides a field, a choice or a stage and keeps every value already entered. Restore brings it back. Fields marked built in cannot be renamed or archived.