Deals
How to Create a Sales Pipeline - Can I Create Multiple Pipelines ?
Build one or more Kanban-style pipelines for your deals — and let AI generate the stages for you.
Overview
In Breakcold, a sales pipeline is a Kanban view on the Deals page. Each pipeline is powered by a select field whose options become the columns (stages) of your board. You can create as many pipelines as you need — one for each sales process, product line, or team.
Pipelines live as Kanban views on the Deals page
Each pipeline uses a select field to define its stages
YoPopularHow to Customize your Sales Pipeline Cards
Control exactly which fields appear on your Kanban cards, how deals are grouped, and how columns are sorted — then save it as your default view.
Overview
In Breakcold's Kanban (Pipeline) view, each deal card displays a set of fields — Company, Owner, Deal Value, Source, and more. The Display panel lets you pick exactly which fields appear on every card, control the column grouping, set sorting, and handle deals with no value. Changes can be saved as the default view or as a new named vieFew readers
General
How To Avoid Duplicates With Unique Identifiers
Mark any field as a unique identifier so Breakcold prevents duplicate records from being created — automatically.
What Is a Unique Identifier?
A unique identifier is a field whose value must be different across every record in an object. When a field is marked as unique, Breakcold will block the creation of any new record that has the same value in that field as an existing one.
This is useful for fields that naturally identify a record — like a company website, a LinkedIn URL, an email addPopularHow Formulas Work on Custom Fields
Overview
Formula fields in Breakcold let you turn any custom field into a computed field — one whose value is automatically calculated from other fields using a formula expression. This eliminates repetitive data entry and keeps your records consistent.
You can:
Write formulas manually using field references, operators, and built-in functions
Use the Syntax Reference panel to browse all available syntax
Let AI Generate write the formula for you from a plain-English descriptSome readersHow CRM Data Enrichment Work Overall
Breakcold automatically fills in missing contact and company data — so your CRM stays complete without manual research.
What Is Data Enrichment?
Data enrichment is Breakcold's ability to automatically populate missing fields on your records — things like job title, location, bio, email addresses, phone numbers, and LinkedIn profiles — using public data sources.
Enrichment works in three ways:
Automatic enrichment — triggered when a new record is created (e.g. adding a person with a LinFew readersCan I Migrate Data From Hubspot or Other CRM?
Yes, you can easily migrate from Hubspot or any other CRM like Pipedrive, Folk or Attio to Breakcold.
We have a super advanced import system that allows you to import multiple types of data at once.
For email convos, just the fact of syncing your accounts will sync the data with the contacts as well.
To migrate, export your data as a CSV file in your current CRM and import it inside Breakcold.Few readersHow to Customize the Create People/Company/Deal Form
Control which fields appear when you create a new record by toggling the "Show in Create Form" setting.
Overview
When you click New Company, New Person, or New Deal, Breakcold displays a creation form with a default set of fields. You can customize this form to include additional fields so you can fill in more data right at the moment of creation.
This is done per-field through the Object settings. For each field, you can toggle whether it appears on the create form or not.
WorFew readersHow to create Static Lists if I don't like Views
Manually group your contacts into named lists using a custom field — no dynamic filters required.
Overview
Breakcold Views filter contacts dynamically based on conditions. But if you prefer to manually control which contacts belong to a specific group — like a "Cold outreach" list or a "Signup" bucket — you can replicate static lists using a custom Select field.
The approach has three parts:
Step 1: Create a custom Select field called "List" (or any name you prefer)
Step 2: AFew readersHow To Add Custom Fields an Object
Overview
Every object in Breakcold (People, Companies, Deals, or any custom object) comes with a set of default system fields. You can add your own custom fields on top of these to capture any additional information your team needs — deal scores, event attended, contract value, NPS rating, and more.
Custom fields support a wide range of types, from simple text and numbers to relationships between objects, select dropdowns, and social profile links.
Works on all objects — You can add customFew readersCan You Create Custom Objects
Yes — Breakcold lets you create fully custom object types beyond the built-in People, Companies, and Deals, so your CRM fits exactly how your business works.
Overview
By default, Breakcold comes with three system objects: People, Companies, and Deals. But your business might also need to track Products, Projects, Partners, Investors, or any other type of record.
Custom objects work exactly like system objects — they get their own record list, sidebar entry, fields, and fiFew readersHow to Import a CSV File - Import Many Different Data at Once
Import people, companies, and other data all at once from a single CSV file.
Overview
Breakcold lets you bulk-import data from a CSV file directly into your CRM. The import wizard walks you through five steps: upload, map columns, review values, preview, and run. The system automatically maps your CSV columns to the right CRM fields using AI, and you can import people and company data simultaneously from one file.
Import into People, Companies, or Deals
**AI-powered aFew readersHow CRM Data Enrichment Work for Companies
Automatically fill and update your Company records with LinkedIn company data — configure triggers, costs, and field mappings.
Overview
Company enrichment in Breakcold pulls structured data from LinkedIn company pages and writes it directly into your Company records. Unlike People enrichment which has multiple data targets, Company enrichment uses a single enrichment target — Company metadata — which covers all available company attributes at once.
You control when enrichment fires (Few readersCan You Add Custom Activities to Contacts
Yes — log any custom activity (meetings, calls, events, and more) directly on any record in Breakcold.
Overview
Breakcold lets you manually log custom activities on any record — People, Companies, Deals, or any custom object. This is useful for tracking offline interactions like in-person meetings, phone calls, or events that happen outside your usual digital channels.
Each activity supports:
Title — a name for the activity
Date and time — with start and end time (duration calculFew readersCRM Analytics: Your Daily Brief (and How to Build Any Report You Want)
Understand what Breakcold's built-in analytics show you in the Daily Brief — and how to build unlimited custom reporting with the API, MCP, and Claude.Few readersCan You Add Files to Contacts
Yes — attach any file to a contact, company, deal, or custom object record and keep all your documents in one place.
Overview
Every record in Breakcold has a dedicated Files tab where you can upload and store attachments — proposals, contracts, screenshots, spreadsheets, or any other file type. Files are tied to the individual record, making them easy to find in context.
Works on all object types — The Files tab is available on People, Companies, Deals, and any custom object you've creFew readersHow To Customize an Object
Overview
Objects are the core data structures in BreakCRM — they define how your records (People, Companies, Deals, etc.) are named and displayed throughout the app. You can customize each object's appearance and behavior from the Records settings page.
Each object can be customized with:
Singular & Plural Name — how the object is labeled in the interface
Icon — the visual icon shown next to the object in the sidebar and lists
Color — the accent color used for the objecFew readersHow to Create Filtered Views & Add Favorites
Customize your record lists with filters, column layouts, and sorting — then save them as reusable views and favorites.
Overview
Breakcold lets you create custom filtered views for People, Companies, and Deals. You can configure which columns are visible, how records are sorted, and apply filters to narrow down your data. Save these configurations as named views and add them to your Favorites in the sidebar for one-click access.
Display panel — choose columns, sorting, andFew readersCan I map First and Last name in the CSV import or not?
Issue
When importing a CSV file into the CRM, customers may have their contact names split into two separate columns (e.g., "First Name" and "Last Name"). During the column mapping step, they can map "First Name" to the Name field, but there is no separate Last Name field available in the CRM to map the second column to — only "Select a field" appears as an option.
Cause
The CRM uses a single Name field for contacts rather than separate first and last name fields. As a resultFew readers
Can You Change or Add a Profile Picture to a Record
Yes! You can upload a custom profile picture for any person or company record in just a few clicks.
Overview
Yes, you can add or change a profile picture on any record. By default, records display initials or a placeholder avatar. You can replace this with any image from your computer by clicking on the avatar in the record detail view.
Works for People, Companies, and Deals records
Simply click the avatar on the record detail page
Upload any image file (PNG, JPG, eFew readersHow Notifications Work - Can you Tag Team Members in Convo & More
Yes — @mention teammates in notes, tasks, and conversations. Here's how the full notifications system works in Breakcold.
Overview
Breakcold has a unified Notifications hub where all alerts are collected — mentions, assignments, updates, and more. You can also @mention teammates anywhere text is supported (task notes, record notes, conversations) to send them a direct notification and loop them into context.
The Notifications Hub
Click Notifications in the left sidebar to oFew readersAI Summaries
AI Summaries give you an instant, always-current briefing on any record — auto-generated from your meetings, email, LinkedIn, WhatsApp and Telegram conversations. It's completely free and regenerates every 24 hours.Few readers