Setting Up Your CRM

Streak is fully customizable, giving you complete control to build your CRM to fit your data needs whether you're using Streak for your sales process, recruiting and hiring, or customer support. Before we dive into setting things up, let's cover some basic terminology that will help in understanding the main components of your CRM. 

First Thing's First: What Are Pipelines, Stages, And Boxes?

  • A Pipeline is used to manage a workflow or process that has multiple activities at any given time. For example, a Pipeline can help track the progress of your sale from start to finish.
  • A Pipeline uses Stages to define the milestones a typical sale goes through towards completion. These Stages help you organize your leads based on how much progress you’ve made with each of them.
  • We use the term Box to refer to the individual unit you are continuously tracking through your Pipeline's Stages, like a lead, opportunity, or deal. A Box is a container where you save all of the unique details, content, and information related to that lead.

For example, a Sales Pipeline can help track the progress of a Lead Box from the Discovered Stage all the way to your Closed Won Stage.

Creating Your First Pipeline

Since a Pipeline is the largest component of your CRM, the first thing you'll want to do is create a new Pipeline. In the left menu of your Gmail account, you'll see the Pipelines section. To create a new Pipeline, click the heavy plus (+) icon.

Gmail's sidebar, with Pipelines highlighted

Streak comes equipped with a few preconfigured Pipeline templates to help you get started. Simply select a Pipeline template that is relevant to you (such as 'Sales', 'Support', or 'Hiring') and then click on "Create Pipeline" to confirm. 

Customizing Your Pipeline

Each Pipeline template comes with pre-built Stages and Columns as suggestions for the minimum you need to get started, but your Pipelines are super flexible and are meant for further customization. Here are a few ways to customize your Pipeline:

  • Customize your Pipeline's Name to your specific use case. 
  • Customize your Pipeline's Stages to outline your specific business flow.
  • Customize your Pipeline's Columns for data fields that are specific to your business information and terminology.

Before you start adding leads to your Pipeline, we suggest taking a moment to think about the type of information you would like to save in your CRM and how you would like to structure your data. Take this opportunity to add missing Stages or Columns that are unique to your business process to create a good foundation for future data entry. 

Adding Leads To Your Pipeline As Boxes

Now that you have created your first Pipeline, you can begin adding your leads. There are a few different ways to add leads to your Pipeline, but here are a couple of quick methods to get you started (view all methods here):

Adding Leads One At A Time By Creating Boxes Manually

Click the +New Box button at the top of the Pipeline and a new Box will be added to your Pipeline like a new row is added to a spreadsheet. You can give your Box a name and add data to your Custom Columns directly from the Pipeline by editing each cell, also similar to the spreadsheet functionality. 

Adding Leads By Importing Boxes From Google Sheets

Streak's Google Sheets Add-on makes it easy to import a list of leads saved in a spreadsheet or migrated from another data source. Simply install the Streak Add-on for Google Sheets and follow the guided steps to map your spreadsheet columns with your new Streak Pipeline Columns. Once processed, each row in your spreadsheet will create a new Box in your Pipeline.

These are the biggest moving parts in Streak. Now let's take a look at some of the other pieces information you can add to your Boxes to add more context to your leads.  UP NEXT: Working In Your CRM

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