Custom columns store the customized data points about your process for your pipeline. Custom columns are available as a field in every box for that pipeline. 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.
How to add a Custom Column
Open your pipeline.
Click the + button in the top-right corner of the pipeline, or right-click (or select dropdown arrow) on any existing column header and select Insert new column.
Choose a column type from the list.
Name your column and set any required options (such as dropdown or tag values).
Custom Column Types
Free form
Stores plain text or numbers. Use this for fields like deal size or answers to standard questions.
Date
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."
Checkbox
A simple true/false or yes/no toggle. Useful for binary fields like "contract signed" or "follow-up needed."
Dropdown
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.
Tag
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.
Assigned To
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.
Contacts & Organizations
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.
Formula
Calculates a value automatically based on data in other columns, using JavaScript. Formula columns are AI-powered — instead of writing code yourself, you type what you want in plain language, and Streak generates the formula for you.
For example, to calculate a sales commission:
Click the dropdown next to the formula column and open the formula editor.
In the prompt bar, type something like "deal size multiplied by 2%."
Press Enter — Streak will generate the code automatically.
If no errors appear, click Save Code (or press ⌘/Ctrl + Enter) to apply.
This article shares examples of frequently used JavaScript formulas.
Note: If you need help building a custom formula, reach out to Streak support via chat or at support@streak.com.
Frequently Asked Questions
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.