How To: Customize My Pipeline's Stages and Columns
There’s more than one road to close a sale – the power is in your hands to customize everything in your Streak Pipelines. There are two primary ways to customize your Pipeline: with Stages and Columns.
Customizing Your Pipeline's Stages
Each Pipeline defines a set of Stages in linear progression. For example, a Sales Pipeline may flow from the Lead Stage > Demo Product Stage > Negotiate Deal Stage > Closed Won Stage. Pipelines can have as many Stages as you want and they can be fully customized by renaming or changing their order.
Your Pipeline's stages are the colored arrows at the top of the spreadsheet:
To add a new stage to your pipeline, click the + towards the far right-hand side of the Pipeline, then add your stage's name.
To rename a stage, hover over the stage and click the gear icon, then select Rename stage from the menu.
To adjust the stage color, hover over the stage and click the gear icon, then select the desired color from the menu.
To reorder your stages, simply click and drag the stage in the colored bar.
To delete a stage, hover over the stage and click the gear icon, then select Delete stage from the menu.
Customizing Your Pipeline's Columns
When you create a new Pipeline, Streak automatically provides you with a handful of Columns to get started. Since every business differs, we highly encourage you to create your own Columns to track information that is specifically important to your process.
You create a new Column by clicking the + towards the far right-hand side of the Pipeline, or right-clicking on an existing Column header and selecting Insert Column.
To rename a Column, double-click in the Column header to activate the text field. After renaming your Column, hit Enter to save. Please note that the following Columns cannot be renamed: "Name", "Stage", "Assigned To", "Linked Boxes", and any Magic Column.
To adjust the size of your Column, hover over the stage and click the gear icon, then select the desired color from the menu.
To reorder your Column, simply click and drag the Column left or right.
To hide a Column, hover over the Column name and click the arrow icon, then select Hide Column from the menu. Although the Column is hidden from view in the Pipeline Spreadsheet View, the data is still visible in the Box Details View.
To unhide a Column, click on the double arrow icon in the Column headers.
To delete a Column, hover over the Column name and click the arrow icon, then select Delete Column from the menu. Deleting a Custom Column will remove the data from your Pipeline permanently. Removing a Magic Column will not delete any data.
In-App Tour: How to add a Stage to a Pipeline
In-App Tour: How to add a Column to a Pipeline
In-App Tour: How to hide and unhide a Column in the pipeline
In-App Tour: How to remove a Column from a Pipeline
Webinar: Building the Perfect Pipeline
Video: Edit Everything