Handling errors

Seeing "Error" in your formula columns?

Written by Timothy Hudson
Updated over a week ago

Pipelines

Manage workflows, processes, and accounts

Written by Timothy Hudson
Updated over a week ago

Creating a pipeline

Begin managing your workflow in Gmail

Written by Timothy Hudson
Updated over a week ago

Customizing a pipeline

Track information that is important to your process

Written by Andrew Stewart
Updated over a week ago

Custom Data Columns

Written by Hayden West
Updated over a week ago

Magic Columns

Written by Hayden West
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

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

How can I unshare a pipeline after I've gone over the box limit on a free plan?

Locked out of your pipeline? Look here for tips.

Written by Hayden West
Updated over a week ago

Filter, sort, and group Boxes using Saved Views

Learn how to create and manage Saved Views to isolate relevant boxes in your pipeline

Written by Brita Ulf
Updated over a week ago

View boxes in a Saved View from your inbox

You have the ability to see snapshots of your pipelines directly from your inbox.

Written by Brita Ulf
Updated over a week ago

Formula columns

Looking to automate data in your pipeline?

Written by Timothy Hudson
Updated over a week ago

JavaScript formulas

A reference guide for using JavaScript in a formula column

Written by Timothy Hudson
Updated over a week ago

Spreadsheet formulas

Use familiar formula to power your pipelines

Written by Timothy Hudson
Updated over a week ago

Frequently used formulae

Kickstart your pipeline with our most common JavaScript formulae

Written by Andrew Stewart
Updated over a week ago

Pipeline Reports

Learn how to analyze and report on your data in Streak

Written by Hayden West
Updated over a week ago

Pipeline Visualizations

Written by Hayden West
Updated over a week ago

Measuring Team Performance With Streak Reports

Written by Hayden West
Updated over a week ago

How to Create Custom Reports from Saved Views

Written by Hayden West
Updated over a week ago

Pipeline Summaries

Written by Hayden West
Updated over a week ago

Some of my Reports aren't calculating all of the money in my Pipeline. Why?

Written by Hayden West
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

Import data into Streak

Learn how to import external data into your Streak pipelines

Written by Hayden West
Updated over a week ago

Import multiple contacts from Sheets to a Pipeline

Add each contact to a new row in your sheet

Written by Hayden West
Updated over a week ago

Why do I get errors when importing with Google Sheets?

Written by Hayden West
Updated over a week ago

How can I migrate my data from another service?

Written by Hayden West
Updated over a week ago

Export a pipeline

Learn how to export your pipeline data to Google Sheets

Written by Hayden West
Updated over a week ago

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

Written by Hayden West
Updated over a week ago

Using Google Sheets Tips & Tricks

Tips and tricks for working with your data in Google Sheets

Written by Hayden West
Updated over a week ago