DEEP DIVES

Streak for

Sales

Learn to track leads through a sales pipeline.

Streak for

Sales

Learn to track leads through a sales pipeline.

Coming Soon

Streak for

Support

Learn to manage incoming support tickets with pipelines

Streak for

Support

Learn to manage incoming support tickets with pipelines

Coming Soon

Streak for

Hiring

Learn to track candidates through a hiring pipeline.

Streak for

Hiring

Learn to track candidates through a hiring pipeline.

Coming Soon

Streak for

Product Development

Track projects and tasks to completion

Streak for

Product Development

Track projects and tasks to completion

Coming Soon

Streak for

Business Development

Build and maintain your partners and business relationships

Streak for

Business Development

Build and maintain your partners and business relationships

Coming Soon

Streak for

Fundraising

Learn how to organize your fundraising efforts in a pipeline

Streak for

Fundraising

Learn how to organize your fundraising efforts in a pipeline

Coming Soon

Lessons

Getting started
Email effectively
Track people and companies
Prioritize your work
Getting started
Welcome to Streak!
6:29
Welcome to Streak!
Coming Soon
6:29
Introduction to Streak pipelines
3:02
Introduction to Streak pipelines
Coming Soon
3:02
Pipelines deepdive: column types
6:03
Pipelines deepdive: column types
Coming Soon
6:03
Build your pipeline with templates
3:02
Build your pipeline with templates
Coming Soon
3:02
Auto fill your pipeline from your inbox
2:56
Auto fill your pipeline from your inbox
Coming Soon
2:56
The box view
5:03
The box view
Coming Soon
5:03
Native integrations and automation
5:46
Native integrations and automation
Coming Soon
5:46
Invite your team to collaborate in Streak
1:25
Invite your team to collaborate in Streak
Coming Soon
1:25
Email effectively
Snippets
4:44
Snippets
Coming Soon
4:44
Email tracking
5:56
Email tracking
Coming Soon
5:56
Link tracking
3:13
Link tracking
Coming Soon
3:13
Create a mail merge
5:28
Create a mail merge
Coming Soon
5:28
Add automatic follow-up to a mail merge
2:12
Add automatic follow-up to a mail merge
Coming Soon
2:12
Manage your mail merges and quota
4:30
Manage your mail merges and quota
Coming Soon
4:30
Track people and companies
Contacts and organizations
5:32
Contacts and organizations
Coming Soon
5:32
Add contacts and organizations, share emails automatically
6:47
Add contacts and organizations, share emails automatically
Coming Soon
6:47
Prioritize your work
Saved views: filter and segment your pipelines
3:56
Saved views: filter and segment your pipelines
Coming Soon
3:56
How to create saved views
6:10
How to create saved views
Coming Soon
6:10
The reports dashboard
4:52
The reports dashboard
Coming Soon
4:52
Custom reports with saved views
6:21
Custom reports with saved views
Coming Soon
6:21
Reporting deepdive: custom reports
5:32
Reporting deepdive: custom reports
Coming Soon
5:32

Build your pipeline with templates

This lesson will be available soon ;)

Templates make for quick setup that incorporates best practices into your new pipeline. In this video, we’ll walk through creating a new pipeline using a template and explain how the process works.

Related Articles

Pipelines

Manage workflows, processes, and accounts

Customizing a pipeline

Track information that is important to your process

Magic columns

Streak automatically captures data for you, like Date of Last Sent Email, Days in Stage, or even Number of Tasks Due.

Custom columns

Track any type of data in your pipeline

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