Fields & Entity Types

Configure your data model by defining entity types, fields, and pipeline stages.

Create an entity type

Go to Settings > Fields. Click Add Entity Type. Enter a name (e.g. "Company"), and a slug is generated automatically. Pick an icon from the preset library. Click Create Entity Type.

The plural name is derived from the singular name. The slug is used in URLs and API references.

Edit an entity type

Select an entity type from the tab bar, then click the pencil icon next to it. Update the name, icon, or slug.

When editing, you can also set a name field -- the text field used as the display title for records of this type. Choose from existing text fields or leave it on "Auto-detect".

Add a field

Select an entity type from the tab bar, then click Add Field. Configure:

• Name -- the display label (e.g. "Company Name").
• Slug -- auto-generated from the name. Used in the API and filters.
• Field type -- choose one:
  • Text -- free-form string.
  • Number -- numeric value.
  • Date -- calendar date.
  • Email -- email address.
  • Phone -- phone number.
  • URL -- web link.
  • Currency -- monetary value. Set an ISO 4217 currency code (e.g. USD, EUR, NOK).
  • Select -- single choice from a list. Add choices one at a time.
  • Multi Select -- multiple choices from a list. Add choices one at a time.
  • Reference -- link to a record of another entity type. Select the target entity type.
  • Stage -- pipeline stage field. Only one stage field per entity type.
  • JSON -- raw JSON data.
• Required -- toggle on to make the field mandatory.

Click Add Field to save.

Edit a field

Click the pencil icon on any field in the list. Update the name, slug, type, options, or required flag.

Reorder fields

Use the up/down arrows next to each field to change display order. The order determines how fields appear in record forms and detail views.

Delete a field

Click the trash icon on the field row, or open the field editor and click Delete.

Manage stages

Stages appear when an entity type has a Stage field. Below the field list, a Stages section shows the pipeline stages.

Click Add Stage to create a new stage. Configure:

• Name -- display label (e.g. "Qualification").
• Slug -- auto-generated. Cannot be changed after creation.
• Category -- one of:
  • New -- entry point. One per pipeline.
  • In Progress -- active working stages. Multiple allowed.
  • Won -- closed-won. One per pipeline.
  • Lost -- closed-lost. One per pipeline.
• Color -- pick from the preset palette, or leave unset for the default.

Category cannot be changed after creation. New, Won, and Lost are singleton categories -- only one stage of each can exist per pipeline.

Attempt tracking

For In Progress stages, enable Track attempts to count how many times a record enters the stage. Optionally set:

• Max attempts -- leave blank for unlimited.
• Max attempts behavior:
  • Soft -- warn the user but allow more attempts.
  • Hard -- block the record from re-entering the stage.

Reorder stages

Use the up/down arrows next to each stage to change pipeline order.

Delete a stage

Click the trash icon on an In Progress stage. New, Won, and Lost stages cannot be deleted.