Collaborate with your team in pipelines

Collaborate with your team in Streak

Streak is built for teams. This lesson walks through bringing teammates into a shared workspace and working the same pipelines together — from the first invite to handing off a live deal.

In this video, you'll learn how to:

• Invite teammates and set roles (owner, member, or pay-only) from the Manage Teams page
• Control who can view or edit each pipeline with pipeline sharing settings
• Assign boxes to one or more teammates, then filter and save views by assignee
• Tag teammates in box comments and assign shared follow-up tasks
• Share every teammate's emails to a box so the full thread is visible to the whole team
• Re-engage an existing email thread with reply all, even if you were never on the original
• Bring a new teammate up to speed with AI box summaries and Ask a Question