How to Configure CRM Pipeline Settings in FieldTask?

Learn how to control which opportunities from your GHL pipelines are brought into FieldTask as jobs to be scheduled.

The CRM Pipeline Settings in FieldTask give you control over which opportunities are synced into FieldTask and which pipeline stage should trigger an opportunity to become a job.

To access CRM Pipeline Settings:

• From the left sidebar, go to Settings.
• Select CRM Pipeline Settings.

On this page, you will see two main sections:

• Sync
• Pipeline Settings

Sync Opportunities into FieldTask

The Sync section allows you to choose whether opportunities from your CRM should be synced into FieldTask.

Use the toggle to turn opportunity syncing on or off depending on whether you want CRM opportunities to be brought into FieldTask.

Configure Your Pipelines

The Pipeline Settings section allows you to decide how opportunities from each pipeline are brought into FieldTask.

This section will display a list of the pipelines currently available in your GHL CRM.

📌 Note: If a pipeline is missing from the list, click the Sync button in the top right corner. FieldTask will run a sync and update the available pipeline list.

Beside each pipeline name, you will see a drop-down menu.

• Click the drop-down beside the pipeline you want to configure.
• Select one of the available Pipeline Stages.

Choosing a stage tells FieldTask that when an opportunity reaches that stage, it should be brought into FieldTask as a job to be scheduled.

Sync Existing Opportunities from a Pipeline Stage

Selecting a Pipeline Stage applies to opportunities that reach that stage going forward.

If you also want to bring in opportunities that were already present in the selected stage before you configured it:

• Click the Sync button beside the configured pipeline.
• Review the available opportunities.
• Select the opportunities you want to bring into FieldTask.

This allows you to configure future opportunity syncing while also bringing existing opportunities from the selected stage into FieldTask when needed.