Customizing Pipelines and Fields in Introzy

Introzy gives admins two ways to shape how data is captured across the platform: Pipeline Customizations lets you tailor the stages deals move through, and Fields & labels lets you add custom data points to your People and Companies records. Both feed into AI enrichment, which can automatically populate those fields using public web data.

Pipeline Customizations controls the stages inside each pipeline — their labels, colors, win probabilities, and order. Changes apply across your entire organization immediately.

You land on the Pipeline Customizations page, with one tab for each pipeline in your org.

From a pipeline's tab, click Pipeline actions in the upper right to access:

On each stage row, click More actions to:

Use the Drag to reorder handle at the left of any row to move stages up or down.

To create an additional pipeline, click New Pipeline and choose either the Referral Opps (Referral Opportunities) or General Partners (Partner Network) type, then give it a name and description.

For full details on pipeline management — including Win % explained, stage deletion warnings, and pipeline type restrictions — see How to Customize Your Pipelines in Introzy.

Fields & labels is where you manage the data fields that appear on your People and Companies records. It lives alongside Pipeline Customizations under the same settings section.

The Field Management page opens. Use the People and Companies tabs at the top to switch between the two entity types.

Every field in the table has a Source column showing whether it is Permanent or Custom.

Only Custom fields show Edit field and Delete field actions in the Actions column.

When you create a Custom field, you choose one of these types:

The new field appears immediately in the People or Companies table as a column, and in each record's detail panel.

When creating or editing a Multi Select (or Single Select) field, you can add a description to each option. The dialog includes a note explaining that option descriptions help AI enrichment choose the correct value when filling in the field automatically.

For example, if you have a Multi Select field called Referral Type with options "Direct", "Partner", and "Agency", you could describe each option so AI enrichment can match contacts to the right category based on their public profile.

Option descriptions are optional. Fields without descriptions can still be populated by AI enrichment, but descriptions improve accuracy when the option labels alone are ambiguous.

Editing a field's options does not remove existing values from records that already have that option selected. However, removing an option from the list means it can no longer be newly assigned.

Deleting a field removes it and all its data from every record in your org. This cannot be undone. Export any data you need to keep before deleting.

AI enrichment is most commonly associated with the standard fields on People and Company profiles — Bio, Job Title, Description, Industry, and so on. But enrichment also reads and fills your Custom fields.

When you run ✨ AI Enrich Profile on a Person or ✨ AI Enrich Company on a Company, enrichment does two things in parallel:

Enrichment never overwrites a field that already has a value — whether that value was entered manually or by a previous enrichment run.

Any custom field populated by AI enrichment displays a ✨ sparkle icon next to its label in the record's detail panel. This lets you see at a glance which values came from enrichment versus manual entry.

If you edit a sparkle-marked field manually, your value is preserved. The sparkle icon reflects that AI populated the field at some point, not that the current value is AI-generated.

For Single Select and Multi Select custom fields, AI enrichment uses the option descriptions you add in the field settings to decide which value to assign.

Without descriptions, enrichment matches based on the option label text alone. With descriptions, it has more context to make an accurate selection.

Example:

With these descriptions in place, enrichment can classify a company's size tier from its public data rather than guessing from the label alone.

To add option descriptions: go to Settings > Fields & labels, click Edit field on the relevant field, and add a description next to each option.

AI enrichment is triggered from individual records, not from the Fields & labels page. See Using AI Enrichment to Auto-Fill Contacts and Companies for full step-by-step instructions, job monitoring via Background Jobs, and troubleshooting guidance.

Who can manage pipeline stages and custom fields?

Admins only. Users without admin permissions can view pipelines and see field values, but cannot add or change stages, create custom fields, or modify field settings.

Do custom fields appear on every record automatically?

Yes. When you add a custom field for People, it appears as a column in the People table and in every person's detail panel across your org. The same applies to Companies.

Can I use a custom field for filtering and sorting?

Yes. Custom fields added to People or Companies are available in the filter and sort controls on the People and Companies list views.

Can I reorder custom fields in the table or detail panel?

Not currently. Custom fields appear after the permanent fields in the table and detail panel. The order cannot be changed.

Does AI enrichment fill all custom field types?

AI enrichment attempts to fill all custom field types, including Text, Yes/No, Single Select, and Multi Select. Number fields are not targeted by enrichment.

Can I see which fields were filled by AI enrichment vs. entered manually?

On Company records, enrichment-populated fields are marked with a ✨ sparkle icon. On People records, you can check the Background Jobs page and open the job detail to see which fields were returned by each enrichment run.

Can I enrich multiple contacts' custom fields at once?

Enrichment must be triggered one record at a time from each detail panel. There is no bulk option.

What happens to custom field data if I delete the field?

The field and all its data are permanently removed from every record. This cannot be undone.

Can Permanent fields be edited or deleted?

No. Permanent fields are built into the system and cannot be changed or removed.

Cause: The field may have been created for a different entity type (People vs. Companies), or the page may need to be refreshed.

To fix:

Cause: Either the public data available for the record did not match any of the custom field names/options, or the fields already had values (enrichment does not overwrite existing data).

To fix:

Cause: The field is a Permanent field (Source = Permanent). Permanent fields are system-managed and cannot be edited or deleted.

Permanent fields include: Name, Email, Company, Location, Industry, Phone number, Connector, Has Account, Solution Provider, Created By, Referral Source, and Relationship Manager.