Pipelines

Pipelines

Manage workflows, processes, and accounts

Written by Timothy Hudson
Updated over a week ago

Adding boxes to your pipeline

Five ways to fill in your pipeline

Written by Brita Ulf
Updated over a week ago

How to hide pipelines

How to hide less frequently accessed pipelines from the sidebar

Written by Weston
Updated over a week ago

Deleting a pipeline

Made a mistake or need to remove a pipeline?

Written by Timothy Hudson
Updated over a week ago

Creating a pipeline

Begin managing your workflow in Gmail

Written by Yen
Updated over a week ago

Editing stages in your pipeline

How to rename, add, delete, and reorder your pipeline's stages

Written by Weston
Updated over a week ago

Customizing a Pipeline

Track information that is important to your process

Written by Yen
Updated over a week ago

Custom Columns

Track any type of data in your pipeline

Written by Yen
Updated over a week ago

Adding and Deleting Pipeline Columns

Custom and Magic Columns let you track any type of information that is important and useful to you in your pipeline

Written by Yen
Updated over a week ago

Magic Columns

Streak automatically captures data for you, like Date of Last Sent Email, Total Tracked Views, Days in Stage, or even Number of Tasks Due.

Written by Yen
Updated over a week ago

Multiple deals for one company/customer

Best practices for tracking multiple deals with the same people

Written by Weston
Updated over a week ago

Share links to pipelines, saved views, and boxes

Send your team members direct links to your work in Streak

Written by Brita Ulf
Updated over a week ago

Sharing a pipeline

Collaborate with your team

Written by Timothy Hudson
Updated over a week ago

Pipeline access roles

Assign different roles to different users to control your data

Written by Timothy Hudson
Updated over a week ago

Filter, sort, and group boxes using saved views

Create pipeline filters and segments with saved views

Written by Brita Ulf
Updated over a week ago

View boxes from a saved view in your inbox

See your saved view results in your inbox.

Written by Brita Ulf
Updated over a week ago

Formula columns

Looking to automate data in your pipeline?

Written by Caitlyn Grundy
Updated over a week ago

JavaScript formulas

A reference guide for using JavaScript in a formula column

Written by Caitlyn Grundy
Updated over a week ago

Spreadsheet formulas

Use familiar formula to power your pipelines

Written by Caitlyn Grundy
Updated over a week ago

Frequently used JavaScript formulas

Kickstart your pipeline with our most common JavaScript formulas

Written by Caitlyn Grundy
Updated over a week ago

Formula Errors

Seeing "Error" in your formula columns?

Written by Caitlyn Grundy
Updated over a week ago

Pipeline Reports

Learn how to analyze and report on your data in Streak

Written by Caitlyn Grundy
Updated over a week ago

Pipeline Visualizations

Visually represent your pipeline data with charts and graphs

Written by Caitlyn Grundy
Updated over a week ago

Measuring Team Performance With Streak Reports

Written by Caitlyn Grundy
Updated over a week ago

How to create custom reports from Saved Views

Create reports with granular data and custom visualizations

Written by Brita Ulf
Updated over a week ago

Pipeline Summaries

Written by Caitlyn Grundy
Updated over a week ago

Accessing a pipeline's newsfeed

Keep track of all changes in a pipeline

Written by Timothy Hudson
Updated over a week ago

Why am I getting errors when importing with Google Sheets?

Common errors when using the Streak CRM Importer Tool

Written by Cindy Lucero
Updated over a week ago

Why am I getting a “refused to connect” error on my importer tool?

Troubleshooting the Streak Importer

Written by Amanda
Updated over a week ago

Import data into Streak

Learn how to import data into your Streak Pipelines

Written by Caitlyn Grundy
Updated over a week ago

Import multiple contacts from Sheets to a Pipeline

Import more than one contact to a box in Streak

Written by Caitlyn Grundy
Updated over a week ago

How to copy a pipeline to a new pipeline

Written by Weston
Updated over a week ago

How can I migrate my data from another service?

Written by Caitlyn Grundy
Updated over a week ago

Export a pipeline

Learn how to export your pipeline data to Google Sheets

Written by Caitlyn Grundy
Updated over a week ago

Why did my exported file combine all Columns into one cell?

Written by Caitlyn Grundy
Updated over a week ago

Using Google Sheets Tips & Tricks

Tips and tricks for working with your data in Google Sheets

Written by Caitlyn Grundy
Updated over a week ago