You can add or remove columns from the Pipeline Leads, Estimates, or Jobs boards from a set of commonly used options to customize it to better fit your workflow.
Customizing Existing Columns and Statuses
To start, click the word "Pipeline" at the top of your dashboard or home screen to open your pipeline page. From your Pipeline page, click "Customize boards" on the left side of the screen to open your Pipeline board customization settings.
Now that you're at the Pipeline board customization screen, you can select which board you want to customize by clicking on either "Leads," "Estimates", or "Jobs" near the top of the page.
Once you've selected the board you'd like to customize, all of the available columns for that board will appear on the screen. Optional columns will have an on/off toggle displayed on their statuses. If you click the toggle to turn a status on, its column will then be marked as a "VISIBLE COLUMN", but if you click it to be toggled off, it will be marked as a "HIDDEN COLUMN".
Locked Statuses
Some statutes/columns are required for the Pipeline to work properly and cannot be turned off. Those statuses will show a padlock icon to indicate they are locked, and the columns will show 'VISIBLE COLUMN' at the top, which cannot be changed.
Turning off In-use statuses
If you want to turn off a status within a column that is currently on, but it says: "You must first remove any leads/estimates/jobs or automation related to it by moving them to a different column", you will need to follow the below steps:
Go to the board that contains the status you want to turn off.
Any cards that have the status you want to turn off will need to have their status changed.
Next, go to your Pipeline again and then go to automation. Review your automations to make sure that any of them that contain that status name are turned off.
Your changes will save as you work, once you have finished making your changes, click "Go to board" to view the updated board.
Creating Custom Columns and Statuses
Create Custom Columns
To start, click the word "Pipeline" at the top of your dashboard or home screen to open your pipeline page. From your Pipeline page, click "Customize boards" on the left side of the screen to open your Pipeline board customization settings. Next, to add a custom column you will click the 'Add Column' button, which will open an Add Column pop-up window. In this window, you will select where you want it to go and enter a name for the column. Click Add to see your new column added to your customization screen.
Note: This will also create a status in the column with the same name as the column.
Update or delete Custom Column
On the column you want to edit, click the three stacked dots to the top left. A drop-down menu will open with the Edit Column and Delete Column options.
Create Custom Statuses
On the bottom of the column that you want to add a status to, click the ADD A STATUS button. A new status will appear where you can enter its name, then click Create.
Update or Delete Custom Statuses
On the status you want to edit, click the Edit Custom Status button to rename or delete it.
Moving custom columns and statuses
You can move custom columns and statuses by clicking the move icon to the left of its on/off toggle and dragging and dropping to the desired place. You can move entire columns, statuses within its column, or statuses to a new column.
