Creating a progress pipeline with CRM app and Contacts app

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Gwendolyn Alston

• January 16, 2017 17:25

We've been using Streak for a client project and have really enjoyed the pipeline feature, where you can set up multicolored tabs for each step in the process with contacts (such as Lead; Pending; Hot prospect; Email sent; Active partner; Declined, etc). Is there a way to do this with the Contacts app or the CRM app in Podio? I know there is the Progress feature, which is by percentages, but that's something different. Thanks for your help. 

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  Kristina Libby

  • June 06, 2017 04:04

  Would love to know this too!

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  Jacquelyn May

  • June 29, 2017 17:43

  Hi Gwendolyn and Kristina,

  I would recommend using a category field for that:

  https://help.podio.com/hc/en-us/articles/201019298-The-building-blocks-in-the-template

  You can create differently colored categories for each step in your pipeline.

  If you have any questions on how you can set that up don't hesitate to reach out to our support team and we'll be happy to help! 

  /Jacquelyn - Podio

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