Mark it urgent or pin it: CRM priority flags and pins

Mark an enquiry low or high priority, and pin the customers and jobs you open every day. Your team sees which enquiries need attention first, and the Pinned filter shows your shortlist in one click.

Priority and pinning in CIPHER CRM
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Priority flags and pins in CIPHER CRM are two quick ways to mark what matters.

A priority flag sets a lead to low or high priority, so the whole team can spot the urgent ones.

A pin bookmarks a lead, customer, 📋 project, task or document you keep opening, and the Pinned filter shows only what you pinned, so you stop scrolling for the same ones every day. 192+ businesses run CIPHER CRM across 🏭 31 industries, with 92 built-in features, a ⭐️ 4.8/5 average rating and ⏱️ 99.9% uptime.

Most teams are live in 1-3 days.

Definition

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.

Priority and pinning in CIPHER CRM
The problem

What happens without priority and pinning

Every lead looks equally urgent on the list, so the hot ones wait behind the cold ones.

You keep scrolling to find the same five records you open every day.

Priority scales with five levels turn into arguments, and in the end everything gets marked urgent.

Urgent items live on a sticky note next to the screen, which nobody else on the team can see.

Marking something important means opening a form, changing a field and saving, so people skip it.

What slips without Priority and pinning
Capabilities

What you can do with priority and pinning

  • Low or High, nothing in between

    The priority flag has two levels, so marking urgency takes no thought and means the same to everyone.

  • Flag it in one click

    Setting or clearing a priority flag applies the moment you click, with nothing to save.

    crm with auto save
  • Pin what you keep opening

    Pin a record to bookmark it, whether it is a deal you are closing or a job you check every morning.

  • The Pinned filter

    Lists include a Pinned filter next to Assigned to me and Created by me, so pinned records come back in one click.

  • Works across your lists

    The Pinned filter is on leads, customers, projects, tasks and the sales documents in Drive.

    sales document management
  • Urgency the team can see

    A priority flag is part of the lead record, so anyone who opens it sees at once that it needs attention.

    lead management software
Why CIPHER

Why priority and pinning are better in CIPHER

Many CRMs give you a long priority scale nobody agrees on. We kept it to two levels and a pin.

  • Two levels, quick decisions

    Low or High is the one question that matters, so the flag gets used instead of skipped.

  • Pins are separate from priority

    A low-priority record you check daily can still be pinned, so the two never get in each other's way.

  • No save step

    Pinning, unpinning and flagging all apply straight away, like every other action in CIPHER CRM.

  • One filter in a familiar spot

    The Pinned filter sits with the other quick filters on each list, so you always know where to find it.

How it works

How priority and pinning work in CIPHER CRM

  1. Open your list

    Go to leads, customers, projects, tasks or documents.

  2. Flag the urgent ones

    Set the priority flag to High on a lead that needs attention before the rest.

  3. Pin your shortlist

    Pin the records you want close at hand this week.

  4. Use the Pinned filter

    Switch on the Pinned filter to see only the records you pinned.

  5. Unpin when you are done

    Unpin a record once it no longer needs a place on your shortlist.

Compare

Priority and pinning: CIPHER CRM vs spreadsheet vs generic CRM

What mattersCIPHER CRMSpreadsheet / manualGeneric CRM
Marking urgency A Low or High flag in one click Bold text or a colored cell Often a multi-level field on a form
Keeping a shortlist Pin records and use the Pinned filter A separate list or a sticky note Saved views that take setup
Speed Applies instantly, no save Edit and save the file Open, edit and save the record
Agreeing on priority Two levels, little to argue about Depends on who formatted the sheet Long scales invite debate
Where pins work Leads, customers, projects, tasks and documents Only in that one file Varies by module
Priority and pinning

See priority and pinning in action

Mark urgent enquiries high priority, and pin the customers and jobs you open daily to find them in one click. A High flag makes the records that cannot wait stand out on the list.

Why it's worth it

What priority and pinning change for your business

See how CIPHER CRM solves this

Urgent work gets done first

A High flag makes the records that cannot wait stand out on the list.

Less scrolling every day

The records you open most are one click away in the Pinned filter.

No debates about levels

With two levels, the team spends its time on the work instead of on the scale.

Focus that the team shares

Priority lives on the record, not on a sticky note, so everyone sees the same thing.

Ready when you are

See priority and pinning on your own data

Proof

Teams that switched to CIPHER

Our quotes used to take days and follow-ups just fell through the cracks. Now every lead has someone on it and a clear next step. We are closing a lot more than we did.
Rahul Mehta
Rahul Mehta Director, Logistics firm - Ahmedabad
I thought moving would take months. We were up and running in two days. I get back about two hours a day that used to go into updating sheets.
Priya Nair
Priya Nair Operations Head, Healthcare clinic chain - Kochi
Because it was set up for property from the start, we were not fighting the software. My managers finally trust the numbers on the screen.
Amit Shah
Amit Shah Founder, Real-estate agency - Surat

Priority and pinning frequently asked questions

FAQ

Priority and pinning - your questions answered

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What are CRM priority flags?

CRM priority flags mark how urgent a record is. In CIPHER CRM the flag has two levels, Low and High, and you set it with one click. It applies straight away, so your team can see at a glance which records need attention before the rest.

Why only Low and High?

Two levels keep the flag quick and clear. With a long scale, people argue about the difference between levels and most things drift to the top anyway. Low and High answer the one question that matters: does this need attention before everything else?

What does pinning a record do?

Pinning bookmarks a record you want close at hand. Once it is pinned, the Pinned filter on that list shows it along with everything else you have pinned, so you can get back to it in one click instead of searching or scrolling.

Is pinning the same as setting high priority?

No. Priority says how urgent a record is, while a pin simply bookmarks it. You might pin a low-priority project you check every day, or flag a lead High without pinning it. Keeping them separate lets each one do its own job.

Where can I use the Pinned filter?

The Pinned filter is on the main lists in CIPHER CRM, including leads, customers, projects, tasks and the sales documents in Drive. It sits next to quick filters such as Assigned to me and Created by me, so it is easy to switch between them.

Do I need to save after flagging or pinning?

No. Pinning, unpinning and changing a priority flag all apply the moment you click, like every action in CIPHER CRM. There is no save button between you and the next record, and a slow connection does not hold you up.

Can I add my own priority levels?

No. The priority flag in CIPHER CRM is a simple Low or High choice by design. If you need to group records in more ways, tags and statuses give you that room while the flag stays quick to read. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

Glossary

Priority and pinning terms, defined

  • Priority flag

    A Low or High marker on a record that shows how urgent it is.

  • Pin

    A bookmark on a record so you can find it quickly again.

  • Pinned filter

    A list filter that shows only the records that have been pinned.

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