Quick Entry Layout
Customize the fields shown when you create a record — change the quick entry layout and save.
The quick entry layout controls which fields appear when you create a record. It is workspace-specific — changes you save apply to your workspace only.
Steps
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Open quick entry: Go to any list such as Leads and click Create in the top right. The quick entry modal opens — for example, Create Lead.
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Open the layout editor: In the modal header, click the pencil icon beside the close button. The tooltip reads Edit fields layout. This is visible to workspace owners and admins on desktop.
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Edit the layout: The Edit Quick Entry Layout dialog opens. Add, remove, or reorder fields, sections, and tabs. Use Add Field to choose from available fields for that record type and drag to reposition. Toggle Show preview to see the result, or Reset to discard changes.
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Save: Click Save. The dialog closes and the next time you create a record, the new layout is what you see.
Custom Statuses
Create statuses for leads and deals from Settings → Statuses. New statuses are workspace-specific and appear immediately on records.
Mobile App Installation
Pixelwand CRM offers a mobile-friendly interface through a Progressive Web App (PWA), giving you full CRM functionality on your phone.