There are several ways to add boxes to your pipeline, whether you're just getting started, importing data from a spreadsheet, or adding information as you go.
Method #1 - Quick add
Streak suggests to you your most recently contacted companies and people. If you work with a team, everyone can contribute to filling in a shared pipeline from their respective inbox.
Suggestions are found in the right sidebar while viewing a new pipeline. Click on any of the suggestions to add them as a box to your pipeline. This also creates the relevant contact or organization and add it to the new item.
To add a company or contact in a specific stage of your pipeline, click on that stage first before accepting a suggestion.
Method #2 - Import with the Google Sheets Add-on
Streak's Google Sheets add-on allows you to import data directly to your pipeline.
Once the add-on has been installed, importing your data is as simple as mapping the spreadsheet columns to your pipeline columns and running the import. Learn more and find complete instructions in this article.
Method #3 - In your emails, add via the Streak Sidebar
Create new boxes from emails using the Streak sidebar.
To create a new box when viewing an email, open the Streak sidebar and select which pipeline you'd like to add the item to under the "Create new" section. A box will be created in that pipeline and you'll be able to immediately edit the box name and details from the sidebar.
Method #4 - Enter information directly in your pipeline
To add a new box in the pipeline view, click the "+" button at the top right. This creates a new box as a row in your pipeline. Double click in each cell to add or edit information.
Pipelines can be edited in the same way as a spreadsheet, making it easy to quickly fill in or edit information about your boxes.