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Pipelines
Pipelines
Manage your workflow or process with ease.
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
JavaScript formulas
Spreadsheet formulas
Frequently used JavaScript formulas
Formula Errors
Reporting
Pipeline Visualizations
Pipeline Summaries
Accessing a pipeline's newsfeed
Data Import & Migration
Why am I getting errors when importing with Google Sheets?
Why am I getting a “refused to connect” error on my importer tool?
Import data into Streak
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
