DEEP DIVES

Streak for

Sales

Keep track of leads and close deals

Streak for

Sales

Keep track of leads and close deals

Coming Soon

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

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

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

Email effectively

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

Custom reports with saved views

6:21

Custom reports with saved views

Coming Soon

6:21

Custom reports with saved views

This lesson will be available soon ;)

Gain insights and prioritize your work with saved views and custom reports.

In this video, we’ll use the saved view editor to:

See projected revenue each month in the quarter
Filter for custom date ranges
Visualize your data with charts and graphs

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DEEP DIVES

Lessons

Custom reports with saved views

Company

Resources

Industry

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DEEP DIVES

Lessons

Custom reports with saved views

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Company

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