Custom columns let you store any information you want directly in your pipeline. When you add a custom column, every box in that pipeline inherits the field automatically. Custom column data also appears in the Streak sidebar when you're viewing emails that have been added to a box.

You can filter, sort, and group your pipeline by any custom column. For example, you could filter to show only deals over $100k in the Technology industry in California.

For data that Streak automatically tracks for you, like "Date of Last Sent Email", "Number of Email Threads," or "Days in Stage", check out Magic Columns

For formula columns, to run calculations or logic automatically using data from other fields in your pipeline, check out Formula Columns

Stores plain text or numbers. Use this for fields like deal size or answers to standard questions.

Lets you log and track dates directly in your pipeline. You can filter, sort, and group by date, and format how it displays from date order to full timestamps. Also, you can enter dates using the calendar picker or by typing natural language, such as "next week" or "2 months from now."

A simple true/false or yes/no toggle. Useful for binary fields like "contract signed" or "follow-up needed."

Lets you select one option from a predefined list. You define the list of options when setting up the column. Best for fields where only one value applies — like deal stage, priority level, or region.

Lets you select one or more options from a predefined list. You define the options when setting up the column. Best for fields where multiple values can apply — like product interest or use case.

Assigns a box to a teammate who has access to the pipeline; this column defaults to the person who created the box, but can be reassigned at any time.

Links a person or company to a box that stores contact details such as name, email address, phone number, and mailing address. You can add multiple Contacts & Organizations columns to a single pipeline.

Can I add a custom column to just one box, not the whole pipeline? No. Custom columns apply to the entire pipeline. When you add a column, all boxes in that pipeline inherit the field.

Can I reorder or rename custom columns? Yes. You can drag column headers to reorder them, and click a column header to rename it.

Can I delete a custom column? Yes, but deleting a column permanently removes all data stored in that column across every box. This cannot be undone.

What's the difference between a Dropdown and a Tag column? A Dropdown column allows only one selection. A Tag column allows multiple selections. Use a dropdown when only one value should apply; use a tag when several values might apply at once.

Can I filter or sort my pipeline by a custom column? Yes. You can filter, sort, and group boxes by any custom column using saved views.