Using Magic Columns For Data Entry Automation
Magic Columns give you automatically updated information about your leads (or support tickets, hiring candidates, etc) so that you can enter less data and close more deals. Magic Columns are the key to getting more information from Streak without any extra effort on your part. How? Streak automatically fills out all of the data inside Magic Columns for you. No clicking, no data entry, less effort! Magic columns give you an easy way to leverage all of the computing power running your pipelines.
Magic Columns are special columns that can be added from the same menu as a Custom Columns. Get started by clicking on a column header and inserting a new column of type "Magic Columns" and choose from a number of useful options.
Ways To Use Magic Columns
There are over 50+ Magic Columns available in your Pipeline. Take advantage of this bonus data to track the following:
- When you last spoke to a potential lead (Date of Last Email)
- For more granular data, you can have Date of Last Email Sent, and Date of Last Email Received, side by side
- Who the last email was from -- whether it was you or your customer (Last Email From)
- How many days a lead has been in a given stage (Days in Stage)
- When last something was changed/updated related to the deal (Date Last Updated)
- When next you plan to follow up with this lead, based on a task you’ve created (Date of Next Due Task)
Making The Most Of Magic Columns
Sorting on Magic Columns: Use a Magic Column to sort your pipeline. Sorting a Magic Column from the column menu (top right corner of the column) can show you Boxes in order of oldest updates to newest updates, for example.
Formula Column + Magic Column(s): Use a Formula Column to see how long it takes your reps to reach out to new leads. For example, you can calculate the number of hours between the Magic Columns 'Date Created' and 'Date of First Sent Email'. Formula Syntax (more details coming up next):
= Streak.hourDifference($'Date Created', $'Date of First Email')
Column Summaries + Magic Columns: Column Summaries let you see an aggregate value of a Column on a group basis such as "max", "min", "sum", "average", and "count". Use Column Summaries with your Magic Columns to surface data like the average number of total emails it takes to resolve a support ticket.