If your process isn't a perfect fit for our templates, you'll want to customize the pipeline to match your exact business and workflow.
Editing a Pipeline's Name
In the Pipeline, click on its title in the toolbar to edit the Name.
Adding and Removing Stages
Each pipeline has a set of stages that follow a linear path from left-to-right. A pipeline for your sales team may flow from Lead, to Demo, to Negotiate Deal, and lastly to Closed Won. There's more than one road to close a sale, though, and customizing stages is the first step in getting your pipeline in order.
From the stage manager, you can:
Select a color theme for your pipeline. This theme is applied dynamically as you add and remove stages. You can also individually recolor certain stages.
Add stages to your pipeline from the button at the bottom.
Rename stages in your pipeline by clicking onto the text of the stage.
Adjust the individual stage color by hovering over a stage and selecting the palette icon.
Delete a stage by hovering over a stage and selecting the trash icon.
Adding and Removing Columns
Pipelines, similar to spreadsheets, are made up of rows (boxes) and columns. Streak's templates provide you with a few columns to help get you started, but customizing those to match your process will help you and your team use Streak more effectively.
You can create a new column by hovering over the circular + button in the toolbar and selecting Column, or by right-clicking on an existing column header and selecting Insert Column.
Learn more about adding and deleting columns here.