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Pipelines
Pipelines

Manage your workflow or process with ease.

Timothy Hudson avatarWeston avatarBrita Ulf avatar
By Timothy and 7 others8 authors34 articles
Pipelines
Adding boxes to your pipeline
How to hide pipelines
Deleting a pipeline

Creating and customizing


Creating a pipeline
Editing stages in your pipeline
Customizing a Pipeline
Custom Columns
Adding and Deleting Pipeline Columns
Magic Columns
Multiple deals for one company/customer

Sharing


Share links to pipelines, saved views, and boxes
Sharing a pipeline
Pipeline access roles

Saved Views


Filter, sort, and group boxes using saved views
View boxes from a saved view in your inbox

Formula columns


Formula columns with AI
JavaScript formulas
Frequently used JavaScript formulas
Formula Errors

Reporting


Pipeline Visualizations
Pipeline Summaries
Accessing a pipeline's newsfeed

Data Import & Migration


Why am I getting a “refused to connect” error on my importer tool?
Why am I getting errors when importing with Google Sheets?
Import data into Streak
Import your mail merge CSV file to a pipeline
Import data into Streak using Google Sheets (Old Version)
Import multiple contacts from Sheets to a Pipeline
How to copy a pipeline to a new pipeline
How can I migrate my data from another service?
Export a pipeline
Why did my exported file combine all Columns into one cell?
Using Google Sheets Tips & Tricks
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