Web AppTransactions & Deals
How to Customize Pipeline Columns on Web
Personalize your pipeline with columns
Tailor your workflow by adding, naming, and color-coding custom stages that match your unique business process.
- Adding Stages: In Board View, click + Add Column to create a new stage.
- Branding & Labels: * Assign a Name to the stage.
- Select a Color to color-code your workflow.
- Modifying Columns: * Click the three dots (...) on a column header.
- Select Edit Title to change the name or color.
- Select Delete to remove a stage (ensure it is empty first).
- Real-Time Updates: Changes to column names reflect instantly across the entire platform.