Streak

Learn what pipelines are, how they work, and how to set one up to manage your workflows directly in Gmail.

What is a Pipeline?

Adding Boxes to Your Pipeline

How to hide less frequently accessed pipelines from the sidebar

How to hide pipelines

Made a mistake or need to remove a pipeline?

Deleting a pipeline

Filter, sort, and group boxes using saved views

Create pipeline filters and segments with saved views

Filter Sort and Group boxes using Saved Views

Weston

Timothy Hudson

Brita Ulf

Manage your workflow or process with ease.

Pipelines

Creating a pipeline

Edit your pipeline's stages and columns to match your team's process.

Customizing stages and columns in a pipeline

Learn how to add custom columns to your pipeline to track any type of data about your boxes — from deal size to dates to assigned teammates.

What are Custom Columns in Streak?

Learn how Magic Columns automatically track email activity, task data, stage progress, and more — with no manual data entry required.

Magic Columns

Best practices for tracking multiple deals with the same people

Multiple deals for one company/customer

Creating and customizing

Send your team members direct links to your work in Streak

Share links to pipelines, saved views, and boxes

Sharing a pipeline

Assign different roles to different users to control your data

Pipeline permissions

Sharing

See your saved view results in your inbox.

View boxes from a saved view in your inbox

Saved Views

Looking to automatically calculate data in your pipeline?

Formula columns with AI

A reference guide for using JavaScript in a formula column

JavaScript formulas

Kickstart your pipeline with our most common JavaScript formulas

Frequently used JavaScript formulas

Formula Errors

Caitlyn Grundy

Formula columns

Visually represent your pipeline data with charts and graphs

Pipeline Visualizations

Learn how to use pipeline summaries to calculate totals, averages, and other aggregate values across your pipeline stages and columns.

Pipeline Summaries

Accessing a pipeline's newsfeed

Reporting

Learn how to import data into your Streak Pipelines

Import data into Streak

Import your mail merge CSV file to a pipeline

Import more than one contact to a box in Streak

Import multiple contacts into a Pipeline

⚠️ Stop! Before you go further — should you duplicate a pipeline? ⚠️

How to copy a pipeline to a new pipeline

How can I migrate my data from another service?

Learn how to export your pipeline data to Google Sheets

Export a pipeline

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

Tips and tricks for working with your data in Google Sheets

Using Google Sheets Tips & Tricks

Andrew Stewart

Data Import & Migration

About us

Careers

Blog

API documentation

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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