23 templates to automate your CRM in Gmail
Connect to 4,000+ apps and set up automations without using any code or leaving Gmail.
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.
Formatting can be added to Columns of type: Date (including Magic Columns!), Formula, or Free Form. First, let’s find the “Format” option in the dropdown of a column we’d like to format:
Free Form Columns
Free form columns can store everything from a mailing address to the number of widgets on order. To handle all of the different kinds of information thrown at Free Form columns, we’ve included a variety of format possibilities:
Streak offers Date Columns in various shapes and sizes. Whether you’re using a custom Date field you edit or an automatically updated Magic Column like ‘Date of Last Contact’, you’ll be able to apply the appropriate formatting:
Custom Formula Columns
Because Formulas might produce a date or a number, you’re able to apply any of the number or date format options shown above.
Show and Tell!
Easier to read numbers (note ‘Price Quote’ is an automatically calculated Formula column):
… which Streak can now roll up into more precise column summaries:
More visibility into Date & Time changes, note the same column is displayed left/right with different options applied:
In the left column below, you’ll see the “# of days since” applied to ‘Date of Last Contact’:
As always, we’d love to help you get your columns perfectly formatted: