What are priority flags in a CRM?
A CRM priority flag is a simple marker that says how urgent a record is. In CIPHER CRM it has two settings, Low and High, which keeps it quick to use and hard to argue about. Pinning is separate. It bookmarks a record you want close at hand, whatever its priority, so you can pull it up again from the Pinned filter.
CIPHER CRM gives you two light tools for focus. The first is a priority flag with two levels, Low and High. On a lead, for example, you set the flag with one click and it applies immediately. The second is pin to top, a bookmark for records you keep returning to, such as a big deal in progress or a project you are watching closely. The Pinned filter sits on lists such as leads, customers, projects, tasks and sales documents, so pinned records are always one click away. Because there are only two priority levels, nobody has to debate whether something is a three or a four. Priority tells the team what is urgent, and pins keep a shortlist close at hand. CIPHER CRM is used by 192+ businesses across 31 industries, and both tools are in every plan.