Manage pipeline columns

Add, rename, reorder and remove the stages on a board.

Columns are the stages of your process. All of these work on manual pipelines and, with one exception, on campaign pipelines too.

Add a column

Click + New column at the far right of the board. Add as many as your process needs.

A pipeline board with Won and Lost columns and a New column button at the far right. — The New column button, highlighted, sits past the rightmost stage.

This works on campaign pipelines as well, which is how you carry on managing leads after a campaign has finished — the automated columns record what the sequence did, and your own columns record what you did next.

Rename a column

Hover over the column title and click it. Type the new name and click anywhere else to confirm.

A pipeline board with columns titled New Lead and First Contact. — The column title, highlighted, is what you click to edit.

The same board with the New Lead column title now showing as an editable field. — Clicking turns the title into a field.

The column title field containing the newly typed word Lead. — Type the new name; clicking anywhere else confirms it.

Reorder columns

Drag and drop. Click a column header, hold, and move it where you want it.

A campaign pipeline with columns Deal closed, Schedule a call and Visited, each holding lead cards, above campaign totals. — Dragging a header moves the whole column, cards and all.

Delete a column

Use the ⁝ menu at the top of the column.

Deleting a column does not delete anyone. The members leave the pipeline and stay in LinkedLeads.