Pipeline stages, custom fields and the form builder in MJX CRM

MJX CRM lets you shape the CRM to your institute or business: your own stages inside the pipeline, your own custom fields on every enquiry (lead for a business) and every other record, and your own enquiry form built in a drag-and-drop form builder.

Only the Owner or an Admin can change these. Anyone else who opens these pages sees "You do not have permission to change the CRM setup. Only the owner or an admin can."

#Stages & fields

The page Stages & fields has two parts: Pipeline stages and Custom fields. It also links to AI calls, Sequences & broadcasts and Same person twice.

#The five steps

Every enquiry is always in one of five steps. Their names follow your kind of organisation:

#How to add a stage

Stages are your own, finer steps — for example "Demo booked" and "Demo attended" inside Talking.

1. Find the step the stage belongs to.
2. Type the name in "+ Add a stage to …".
3. Press Add.

Rules: up to 30 stages; a name up to 40 characters; no two stages with the same name ("You already have a stage called "…".").

#How to add a custom field

1. Pick the module in the row of links: Leads, Accounts, Deals, Products, Quotes, Cases or Campaigns. (On a module's list page, the Fields button opens the same place.)
2. Type the Field name, for example "Course wanted".
3. Pick the type.
4. For a Choice field, write the choices one per line.
5. Tick Required on every … if it must always be filled.
6. Press Add field.

Limits: up to 40 fields; a name up to 60 characters. Lead fields are filled on the enquiry's page, in the app and through the API. To remove one, press Remove — "Remove this field? Values already on leads are kept."

#The form builder

The form builder lays out your public enquiry form: your own sections, your own questions, any field renamed, made required or taken off — by drag and drop.

It opens on exactly what a visitor sees today, so nothing moves until you move it. For one of your other forms, open it on Web forms, press Edit, then Open the form builder →. See Web forms.

#Steps to build your form

1. Open the form builder. The left side is The form; the right side has New fields and Unused items.
2. To add a question, drag a field type from New fields into a section, or tap it to add it at the end ("Drag a field here, or tap a field type.").
3. Click a field to set its Label, Hint inside the box, Required, and — for a pick list, radio buttons or multi-select — the choices, "One choice per line".
4. To add a section, press ＋ Add a section. Give it a Section heading and pick an icon (or "No icon"). Use the arrows to move a section up or down.
5. To take a field off the form, drag it to Unused items ("Unused — take it off the form"). Drag it back, or tap Add, to put it back.
6. Change the Message box label and hint, and the Button text, at the End of the form.
7. Press Save the form.
8. Press Preview ↗ to see it as a visitor does.

#Types of new fields

Answers to new fields are saved on the enquiry under its details. New fields work on every plan.

Your CRM fields (custom fields made on Stages & fields) can also be placed on the form — they are marked CRM. Their name, choices and required setting are set on Stages & fields. Placing one on the main form switches it on the form. CRM fields need MJX CRM Pro.

#Limits

A pick list or radio buttons need at least two choices; a multi-select at least one. The form needs at least one section.

#Fields you cannot remove

The person's name and phone are "Always on the form and always required — it is how you reach the person. You can rename it."

#Tips

• Keep the form short. Three or four questions get more enquiries than ten.
• Use a Pick list rather than free text when you want to filter or report on the answer later — or make it a CRM field (Pro) so you can filter every lead by it.
• Use stages for the steps your counsellors actually talk about ("Demo booked", "Fee discussed"), not for every small event.

#Questions people ask