Manage lead and deal types

Lead types and deal types label records for reporting and process design. Configure them on the Fields page: Leads tab for lead types, Deals tab for deal types.

Please note:

• Types are workspace-wide vocabulary — rename carefully if reports already filter on old labels.
• Types complement custom fields; use types for coarse categories and fields for detailed attributes.
• Industry templates may seed starter types — review before go-live.

Lead types

1. Open Fields → Leads.
2. Open the Lead Types manager.
3. Add or edit type name, order, and active state.
4. Save — types appear on lead forms and filters.

Deal types

1. Open Fields → Deals.
2. Open the Deal Types manager.
3. Add or edit types the same way.
4. Use them on deals and pipelines for segmentation.

Use types when…	Prefer custom fields when…
You need a short fixed list (Retail, Wholesale)	Values are free-text, numeric, or multi-select
Boards/filters need one primary category	You need many independent attributes

See Custom fields and Configure sales pipelines.