Records
People, companies, deals, custom objects, fields and views.
Companies
Deals
- How to Create a Sales Pipeline - Can I Create Multiple Pipelines ?Build one or more Kanban-style pipelines for your deals — and let AI generate the stages for you.
- How to Customize your Sales Pipeline CardsControl exactly which fields appear on your Kanban cards, how deals are grouped, and how columns are sorted — then save it as your default view.
General
- How To Avoid Duplicates With Unique IdentifiersMark any field as a unique identifier so Breakcold prevents duplicate records from being created — automatically.
- How CRM Data Enrichment Work OverallBreakcold automatically fills in missing contact and company data — so your CRM stays complete without manual research.
- How Formulas Work on Custom FieldsFormula fields in Breakcold let you turn any custom field into a computed field — one whose value is automatically calculated from other fields using a formula expression. This eliminates repetitive…
- Can I Migrate Data From Hubspot or Other CRM?Yes, you can easily migrate from Hubspot or any other CRM like Pipedrive, Folk or Attio to Breakcold.
- How to Customize the Create People/Company/Deal FormControl which fields appear when you create a new record by toggling the "Show in Create Form" setting.
- How to create Static Lists if I don't like ViewsManually group your contacts into named lists using a custom field — no dynamic filters required.
- How to Create Filtered Views & Add FavoritesCustomize your record lists with filters, column layouts, and sorting — then save them as reusable views and favorites.
- CRM Analytics: Your Daily Brief (and How to Build Any Report You Want)Understand what Breakcold's built-in analytics show you — and how to build unlimited custom reporting with the API, MCP, and Claude.
- Can You Create Custom ObjectsYes — Breakcold lets you create fully custom object types beyond the built-in People, Companies, and Deals, so your CRM fits exactly how your business works.
- How To Customize an ObjectObjects are the core data structures in BreakCRM — they define how your records (People, Companies, Deals, etc.) are named and displayed throughout the app. You can customize each object's…
- How to Import a CSV File - Import Many Different Data at OnceImport people, companies, and other data all at once from a single CSV file.
- How To Add Custom Fields an ObjectEvery object in Breakcold (People, Companies, Deals, or any custom object) comes with a set of default system fields. You can add your own custom fields on top of these to capture any additional…
- Can You Add Custom Activities to ContactsYes — log any custom activity (meetings, calls, events, and more) directly on any record in Breakcold.
- Can You Add Files to ContactsYes — attach any file to a contact, company, deal, or custom object record and keep all your documents in one place.
- Can I map First and Last name in the CSV import or not?When importing a CSV file into the CRM, customers may have their contact names split into two separate columns (e.g., "First Name" and "Last Name"). During the column mapping step, they can map…
- How CRM Data Enrichment Work for CompaniesAutomatically fill and update your Company records with LinkedIn company data — configure triggers, costs, and field mappings.
People
More
- Can You Change or Add a Profile Picture to a RecordYes! You can upload a custom profile picture for any person or company record in just a few clicks.
- AI SummariesAI Summaries give you an instant, always-current briefing on any contact or company — so you walk into every conversation already knowing where things stand.
- How Notifications Work - Can you Tag Team Members in Convo & MoreYes — @mention teammates in notes, tasks, and conversations. Here's how the full notifications system works in Breakcold.