Pipelines & stages
P0 · MVPShape the ZetCRM process: pipelines, stages with win probability and SLAs, custom fields, layouts and record types.
ZetCRM isn't part of your company's suite
ZetCRM: leads, pipeline, contacts and AI agents. It works on its own and reuses your existing contacts, people and products, so nothing has to be entered again.
- Lead scoring
- AI SDR & voice agents
- Reply drafting
- Daily brief
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Your ZetCRM role is Employee. This page is for other roles.
Record types & labels Mixed
Inherited from the Real Estate v2.3 industry template. Changes apply to everyone in this company.
Why Real Estate is set up this way: Most buyers are individuals or families. Accounts group joint buyers (spouse, parents) and corporate leasing clients as households.
| Record | In use | Singular | Plural | Status |
|---|---|---|---|---|
Leads leads | Always | Inherited | ||
Contacts contacts | Always | Inherited | ||
Accounts accounts | Inherited | |||
Deals deals | Always | Inherited |
Turned-off records disappear from the sidebar, search and reports. Data is kept and comes back if you turn them on again.
Record types & labels B2B
Inherited from the SaaS / IT v1.6 industry template. Changes apply to everyone in this company.
Why SaaS / IT is set up this way: You sell to companies with buying committees, so accounts are central.
| Record | In use | Singular | Plural | Status |
|---|---|---|---|---|
Leads leads | Always | Inherited | ||
Contacts contacts | Always | Inherited | ||
Accounts accounts | Inherited | |||
Deals deals | Always | Inherited |
Turned-off records disappear from the sidebar, search and reports. Data is kept and comes back if you turn them on again.
Record types & labels Mixed
Inherited from the Automotive v1.2 industry template. Changes apply to everyone in this company.
Why Automotive is set up this way: Showroom buyers are individuals. Accounts are used for fleet and corporate customers only.
| Record | In use | Singular | Plural | Status |
|---|---|---|---|---|
Leads leads | Always | Inherited | ||
Contacts contacts | Always | Inherited | ||
Accounts accounts | Inherited | |||
Deals deals | Always | Inherited |
Turned-off records disappear from the sidebar, search and reports. Data is kept and comes back if you turn them on again.
| Label | API key | Object | Type | Source / options | Required | ||
|---|---|---|---|---|---|---|---|
| Project | project | Deal | Master lookup | Projects | |||
| Unit configuration | bhk | Deal | Single select | 1 / 2 / 3 / 4 BHK, Villa | |||
| Budget | budget | Lead | Money | Company currency | |||
| Preferred locality | locality | Lead | Master lookup | Territories | |||
| RERA registration no. | rera_no | Deal | Text | Compliance set · RERA | |||
| Home loan required | loan | Lead | Boolean | – | |||
| Possession by | possession | Deal | Date | – | |||
| Loss reason | loss_reason | Deal | Master lookup | Loss Reasons |