Street will automatically create a default valuation pipeline for you which can be seen in the Valuations table, however you can choose to add additional categories to customise how you categorise your valuation follow ups. Doing this will allow you to further customise Street to suit your business’s requirements.

To get started, head to Settings (left side panel at the bottom) > Company Settings > Valuation Statuses.

By default, Street uses the following categories: Upcoming, awaiting research, awaiting report, awaiting response, won, lost, unattended. However, you can add your own statuses here, dependent on how you prefer to track your valuation follow ups.

Enter the name of your custom status and click the 'add status' button to add it to your valuation statuses.

You will also see any existing custom valuation statuses here that can be deleted, if no longer in use, by clicking the bin icon on the right hand side.

With your custom statuses set up you can view them from your valuations table from the custom statuses tab.

To move a valuation into a custom status, ensure you are on the valuation table and click the three dot menu on the right of a valuation. You can then choose which status to assign that valuation to.