CRM / Manage

Settings

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

General Pipelines1 Fields and tags Phone and email Calendars Team4

Custom fields

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

Custom fields
Field	Type	Filled in	Actions
Brew methodDropdown · 6 choices	Dropdown · 6 choices	3,679
Roast preferenceDropdown · 4 choices	Dropdown · 4 choices	3,198
Birthday monthUsed by the birthday coupon email.Dropdown · 12 choices	Dropdown · 12 choices	1,316

Tags

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

Tags
Tag	What it means	Contacts	Actions
customer	Placed at least one paid order (added by "Order to community")	3,746
newsletter	Signed up for the newsletter	3,112
engaged	Opened or clicked in the last 30 days	1,245
brew-club	Member of the Brew Club community	973
subscriber	Has an active Roaster's Choice subscription	586
holiday-2025	Ordered in the 2025 holiday season	556
win-back	No order in 90 days	434
review-left	Left a product review	399
gift-buyer	Bought a gift card or gift box	345
vip	Lifetime spend over $500	194
pop-up	Met us at the Farmers Market pop-up	182
brew-club-waitlist	Waiting for a paid Brew Club seat	54
corporate-gifting	Buys gift boxes for a company	37
press	Press and media	1