DEEP DIVES

Streak for

Sales

Keep track of leads and close deals

Streak for

Sales

Keep track of leads and close deals

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Lessons

Getting started

Welcome to Streak!

Welcome to Streak!

Introduction to Streak pipelines

Introduction to Streak pipelines

Pipelines deepdive: column types

Pipelines deepdive: column types

Build your pipeline with templates

Build your pipeline with templates

Auto fill your pipeline from your inbox

Auto fill your pipeline from your inbox

Native integrations and automation

Native integrations and automation

Invite your team to collaborate in Streak

Invite your team to collaborate in Streak

Email effectively

Create a mail merge

Create a mail merge

Add automatic follow-up to a mail merge

Add automatic follow-up to a mail merge

Manage your mail merges and quota

Manage your mail merges and quota

Track people and companies

Contacts and organizations

Contacts and organizations

Add contacts and organizations, share emails automatically

Add contacts and organizations, share emails automatically

Prioritize your work

Saved views: filter and segment your pipelines

Saved views: filter and segment your pipelines

How to create saved views

How to create saved views

Custom reports with saved views

Custom reports with saved views

Custom reports with saved views

This lesson will be available soon ;)

Gain insights and prioritize your work with saved views and custom reports.

In this video, we’ll use the saved view editor to:

See projected revenue each month in the quarter
Filter for custom date ranges
Visualize your data with charts and graphs

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