How to Add New Pipeline Columns
Customize your transaction pipeline efficiently
How to Add New Pipeline Columns
Grow your workflow by adding custom stages that reflect every unique step of your sales and closing process.
Phase 1: Creating a New Stage
Expand your pipeline by inserting fresh columns wherever they are needed.
Initiate Addition: On the Transactions dashboard, click the + Add Column button located in the top right.
Define the Stage: Type in the name of your new category (e.g., "For Review") in the Column Name box.
Select Identifier: Pick a unique color tag to make the new column stand out.
Finalize Creation: Click + Create Column to add the stage to the far right of your pipeline.
Phase 2: Organizing the Workflow
Integrate the new column into your daily deal management.
Review Position: Scroll to the end of your pipeline to view the newly created stage.
Populate Column: Begin dragging relevant transactions into the new column to start tracking tasks at this stage.