DEEP DIVES

Streak for

Sales

Keep track of leads and close deals

Streak for

Sales

Keep track of leads and close deals

Streak for

Sales

Learn to track leads through a sales pipeline.

Streak for

Sales

Learn to track leads through a sales pipeline.

Streak for

Support

Learn to manage incoming support tickets with pipelines

Streak for

Support

Learn to manage incoming support tickets with pipelines

Streak for

Hiring

Learn to track candidates through a hiring pipeline.

Streak for

Hiring

Learn to track candidates through a hiring pipeline.

Streak for

Product Development

Track projects and tasks to completion

Streak for

Product Development

Track projects and tasks to completion

Streak for

Business Development

Build and maintain your partners and business relationships

Streak for

Business Development

Build and maintain your partners and business relationships

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

Lessons

Getting started

Welcome to Streak!

Welcome to Streak!

Introduction to Streak pipelines

Introduction to Streak pipelines

Pipelines deepdive: column types

Pipelines deepdive: column types

Build your pipeline with templates

Build your pipeline with templates

Auto fill your pipeline from your inbox

Auto fill your pipeline from your inbox

Native integrations and automation

Native integrations and automation

Invite your team to collaborate in Streak

Invite your team to collaborate in Streak

Email effectively

Create a mail merge

Create a mail merge

Add automatic follow-up to a mail merge

Add automatic follow-up to a mail merge

Manage your mail merges and quota

Manage your mail merges and quota

Track people and companies

Contacts and organizations

Contacts and organizations

Add contacts and organizations, share emails automatically

Add contacts and organizations, share emails automatically

Prioritize your work

Saved views: filter and segment your pipelines

Saved views: filter and segment your pipelines

How to create saved views

How to create saved views

Custom reports with saved views

Custom reports with saved views

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.

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