23 templates to automate your CRM in Gmail
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A full pipeline usually means you’re doing something right, but it can quickly become overwhelming. Maybe you’ve been scanning each row to find the leads assigned to you, or trying to figure out exactly who needs a follow up email today.
Saved views let you filter and segment a pipeline full of boxes to see which opportunities need your attention the most.
In these video lessons, we’ll show you how to create segments within your pipelines and prioritize work throughout the day.
If you’re still exploring how to use saved views in Streak, start with the quick overview video (above) to see a few examples in different types of pipelines.
When you’re ready to get started, learn how to filter, sort, and group your own boxes. Follow along as we show you step-by-step how to create one of the most useful saved views for any pipeline (hint: it’s that thing we mentioned earlier about follow up).
We’d love to hear what you think of the videos and what you’d like to learn next. Leave a comment below to let us know!