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Streak Home brings your CRM workflows, tasks, and updates into one view

Streak Home brings your CRM workflows, tasks, and updates into one view

2
min read
Overview:
Overview:

When Streak lives inside Gmail, it’s easy to stay close to your work—but it’s not always obvious where to start.

The new Streak Home gives you a single place to begin your day, whether you're just getting started with Streak or busy closing deals.

For new users, it’s a clear starting point to import your data into Streak, build your first pipelines, and access help resources that walk you through setup and best practices.

For experienced users, it’s a focused workspace to check in on tasks, jump back into recent work, and stay informed about pipeline activity and product updates—all without switching tabs or hunting through Gmail.

How to access Streak Home

You can get to Streak Home from a few familiar places:

  • The Home option in the left-hand Streak menu
  • The Streak icon in Gmail’s top navigation bar

As part of this update, we moved everything in the right-hand Streak Home sidebar into the new Streak Home. This shift brings all of your tools—like learning resources, team management, and settings—into one centralized location, making it easier to access everything without bouncing between panels.

Inside the new Streak Home

Home brings together the tools and updates you need to stay focused and move work forward:

🧰 Quick access toolbar: Open recent pipelines and saved views, create new boxes and tasks, import boxes, contacts, and organizations.

📦 Recent boxes: Pick up where you left off with a list of recently viewed boxes.

💸 Recently won deals: Track wins or focus on a key pipeline event by choosing which stage appears here.

✔️ Streak upcoming: See what tasks are on your list, mark tasks complete, or update due dates without switching views.

🆕 Product updates: Scan the changelog or read more about what’s new at streak.com/updates.

🎓 Learning resources: Watch tutorials in Streak University or sign up for a live class to get pro tips and ask questions in real time.

How different roles use Streak Home

Streak Home helps every team member start their day with the context and tools they need to do focused, high-impact work.

Here’s how a few common roles might use it throughout their day:

New sales rep ramping up

Streak Streak Home is the onboarding command center for a new sales rep. They’ll find guided resources to help them get started, import contacts into pipelines, and watch short tutorials to understand the Streak workflow.
As they ramp up, they’ll rely on Home to track upcoming tasks and stay focused on active deals.

Busy founder managing it all

With limited time and lots to juggle, a business owner can use Home to quickly scan recent conversations and track what needs follow-up.
Tasks and recently viewed boxes help them stay on top of key leads or clients, while the updates section keeps them aware of new features that could help streamline their process.

Sales manager coaching the team

A sales manager might start their day in Home by reviewing recent team activity—like won deals or overdue tasks—across their pipelines.
Quick links to saved views and recently opened pipelines help them monitor progress, jump into coaching moments, and identify deals that need attention.

A new hub for your work

Streak Home gives you a clear starting point every time you open Gmail.

Instead of piecing together your workflow from scattered menus and emails, you get a single place to track tasks, reopen recent deals, launch new work, and find help when you need it. It keeps your priorities visible and your tools accessible—so you can spend less time navigating and more time closing deals, supporting clients, and moving work forward.

Whether you're onboarding, managing a pipeline, or growing a team, Home helps you do it faster and more confidently—right inside Gmail.

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