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Pipelines
Pipelines
Manage your workflow or process with ease.
+4
33 articles in this collection
Written by
Brita Ulf,
Timothy Hudson,
Weston
and 4 others
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 and customizing
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
Sharing
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
Saved Views
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
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
Reporting
Pipeline Visualizations
Visually represent your pipeline data with charts and graphs
Written by
Caitlyn Grundy
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
Data Import & Migration
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