Webinar: Designing Streak: Building the Perfect Pipeline
In this webinar, we'll focus on the keys to designing an optimal Streak Pipeline. If you're new to Streak and/or building a new Pipeline and want to deepen your knowledge of best practices, our Success team will help you craft a Pipeline built to maximize your results.
You can expect to learn more about:
- How to customize your Pipeline by adding new Fields and Stages
- When to use (automatically updated) Magic Column data
- How to decide if a data point is best represented by a stage or a column
- How to avoid abusing the 'Notes' field
- Specific suggestions for Sales, Hiring, and Support