Great news, you can add custom columns to your Deals pipeline! Here's how:
Add a custom data point as a pipeline column:
1. Go to your Deals pipeline
2. Click on any deal to open the slideover
3. Click the Overview tab
4. Click "Add a new data point"
5. Fill out the fields and check "Show this data point as a pipeline column"
6. Save the data point
Manage your column view:
- Click the gear icon in the top right of your pipeline view
- Check or uncheck columns to show or hide them
- Drag columns to reorder them
If the new column doesn't appear right away, try refreshing the page. Let us know if you run into any issues!
Hi Adil, yes. You can both sort and filter by this. For sorting, you can click the arrows on the column, and for filtering, you can search for direct matches of the value. We don't have greater than, less than etc. options though.
Woody — thanks for your response. Here’s what I’m trying to do.
I have custom columns that contain numeric scores, and I want to be able to filter companies using combinations of those custom fields. I’m working with a large database, so the goal is to create saved reports or views that surface specific groups of companies based on defined characteristics, allowing me to focus outreach on a particular segment on any given day.
Tags don’t work well for this because they’re suited to simple or binary labeling, whereas I need filtering based on numeric values and multiple custom fields at the same time.
Search also doesn’t solve this because it requires manually entering queries each time and isn’t practical for creating repeatable, structured views. I need something persistent and dynamic that updates automatically as data changes, rather than a one-off lookup.
Conceptually, I’m looking for standard CRM-style saved views or reports built from custom fields — the kind of workflow used to segment large datasets and drive daily outreach based on changing attributes.
This is particularly important for firms running outbound sourcing strategies, where teams need flexible ways to prioritize companies based on evolving scoring signals rather than static labels.
Hey Adil, I think our pipelines may be able to support this.
Regarding saved views, we have a saved views system! If you click the "eye" icon on the pipeline, you will see our Pipeline Views section, where you can save views from your current view, and switch over to other saved views. Your filters on any columns will be saved in those views.
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