Hi there, and welcome to our Streak for Sales post! We looked into how some of our customers use the platform for sales, and came up with this post that is intended to provide you with helpful tips and features to get started.

Think of Data Validation as ‘Required Fields’ with an additional option to create complex, custom rules.

Allow us to share with you the learnings of the (1 million+) people who’ve come before you in selecting Streak as the best way to manage Sales, Hiring, Support, Operations (and more). This post is dedicated to sharing 5 ‘anti-Best Practices’.

Let’s get our hands dirty and practice building with Zapier + Streak! If needed, an introduction can be found here. In this post, we’ll walk through building 4 example uses for Zapier in Very! Specific! Detail! If the integration or automation you’re looking for isn’t already available here, by the end of this post you’ll be an expert at creating your own!

If you’ve ever wanted to use Streak with another tool (like Slack, Wufoo, or Google Sheets), Zapier is the easiest method!

Streak Magic Columns are the exception to the adage ‘you can’t get something for nothing.’

The biggest benefit of Streak is the ability to customize anything, whether it’s columns, pipelines, charts or stages. Internally we use Streak for everything; sales, customer support, product development and hiring. A feature I rely heavily upon for my daily work is the formula column. They may look scary, but formula columns will change your life!

Although our Reports redesign is barely a month old, we’re already unveiling a major feature update: the ability to create custom charts from Saved Views. You can focus Reports on the specific information you need to improve your particular business and even add them to your existing Reporting Dashboard.

Think back to the original reason that you started using Streak — whether you were looking to sell more, improve support for your users, manage your dealflow, or coordinate your hiring — you wanted to improve.

Adding new columns to your pipeline is a key step in customizing Streak to fit your needs. Our new formatting options will make your columns more precise and easier to read. When 100 is actually $100.00, or Sept 24 is actually 24/9/2015, we’re happy to say we now have you covered.

We invested significant effort this past summer to make editing a pipeline as easy and fast as possible. Among other improvements, we enabled copy/paste to a cell, row, or region.

We’re very excited to take the wraps off our most recent additions to Streak: Call Logs and Meeting Notes! Combined with our recent launch of Tasks, you can now ask your Streak pipeline powerful questions like “Which of my boxes contain a task that is due today?” or “Which of my leads have I not called this month?”

Hooray for Feature Announcement Days! Today we bring you the first of several big upcoming feature announcements — stay tuned!

We always test our new products internally at Streak before releasing publicly. If you’d like to access our new features at the same time that we get them here at Streak HQ, write us: support@streak.com (in return, we’d appreciate feedback and bug reports).

Why? Because Streak automagically (this is a real word) fills out all of the data inside Magic Columns for you. No clicking, no data entry, Less Effort! Magic columns give you an easy way to leverage all of the computing power running your pipelines.

You’ve no doubt noticed the pace of Streak’s Product Development Increasing over the last couple of months. There are a couple of reasons for this (welcome, Henry! welcome, Zak!), but we’d like to highlight one event in particular: launching the InboxSDK!

Gather ‘round, it’s story time: You’re 6 weeks into using Streak. Living inside Gmail is so easy you don’t even realize you’re using a CRM — it’s just… Email like it should be. Things are good! And then… you realize you haven’t been tracking physical address for your clients and you need to send them cookies (the chocolate kind, not the internet kind). Oh no!

We’re very happy to roll out an important upgrade for our permission roles! Ownership of a Pipeline has previously only been available for the original creator of that specific Pipeline. However, if that owner later leaves your organization, you may want to transfer ownership of their pipelines to a different user. Thanks to the new Admin permission role, now you can!