Getting started
Industry templates
Templates add pipeline stages, custom fields, lead sources, suggested tags and a starter report for your industry. They never delete anything.
Last reviewed October 4, 2026
Templates give you a head start for your type of business: General, Professional services, Agencies, SaaS, Real estate, Home services and Nonprofit.
What a template adds
- Pipeline stages named for your industry, plus Won and Lost.
- Custom fields such as Budget or Service line (Starter and above).
- Lead sources such as Referral or Website (Starter and above).
- Suggested tags to use on contacts and deals.
- A starter report for your dashboard (Growth and above).
Preview, then apply
- 1Open the setup wizard and go to First pipeline.
- 2Choose an industry. A preview lists exactly what will be added.
- 3Select Apply template.
Safe to repeat
- Applying a template never deletes or changes your existing records.
- Anything you already have with the same name is skipped, so applying twice adds nothing new.
- If your plan allows another pipeline, the template creates one. If you are at your pipeline limit, new stages are added to your main pipeline instead.
- Only admins can apply templates.