Feature Overview: Custom Data Columns
There is an In-App Tour available for this article titled "How to add a Column to a Pipeline"
While Streak's Pipeline templates come fully loaded with the basics to get you started, we highly suggest adding additional Columns to your Pipeline to create a CRM that's the perfect fit! With a Custom Column built for every type of data need, there's a Column for every use case.
Custom Columns are specific to each Pipeline and come in a variety of formats. When you add a new Custom Column every Box in that Pipeline will get that field. If you remove a Custom Column then Streak removes the data in that Column for every Box automatically.
Adding Custom Columns
You create a new Column by clicking the + button towards the far right-hand side of the Pipeline, or right-clicking on an existing Column header and selecting Insert Column from the Column menu.
Custom Column Options
Free Form - used for plain text data. Free Form Columns are great to use for numbers (like Deal Size) or descriptions (like answers to standardized sales questions).
Date - used to store dates. You can enter in date values using the calendar widget or by typing in natural language like "next week", "2 months from now".
Checkbox - useful for values that can be in one of two states, such as true / false or yes / no.
Dropdown- useful when you want to select only one option from a list. Dropdown Columns require that you also create values to choose from within the column before use.
Tag- useful when you want to select one or more options from a list. Dropdown Columns require that you also create values to choose from within the column before use.
Assigned To - used to delegate Boxes to collaborators shared on the Pipeline. By default, the Assigned To value will default to the creator of the Box, but can be re-assigned.
Contacts and Organizations- used to associate basic contact information (picture, name, email address, phone number, mailing address, etc) with a Streak Box.