CRM / Manage

Settings

How Brightwave Wholesale works: pipelines, fields, messaging, calendars and who has access.

General Pipelines2 Fields and tags Phone and email Calendars Team3

Custom fields

Extra details you keep on contacts: equipment, preferences, cohorts.

Custom fields
Field	Type	Filled in	Actions
Café sizeDropdown · 5 choices	Dropdown · 5 choices	182
Espresso machineMake and model, for dial-in and service calls.Short text	Short text	109
Monthly volumeDropdown · 5 choices	Dropdown · 5 choices	182

Tags

12 tags in this sub-account, most used first.

Tags
Tag	What it means	Contacts	Actions
wholesale	Wholesale account or prospect	182
cafe	Café or coffee bar	73
office	Office coffee program	50
tasting-done	Came to a wholesale tasting	39
restaurant	Restaurant or hotel	35
net-30	Invoiced on net-30 terms	31
grocer	Grocery or market shelf	24
holiday-blend	Ordered the holiday blend	20
training-requested	Asked for barista training	15
espresso-program	Runs our espresso blend on bar	9
partner	Member of the Wholesale Partners community	1
supplier	Green coffee supplier or importer	1