Streak Classes: Live with experts

I've got all of this data in Streak... now what?! Learn how to create and customize reports that pinpoint the most important metrics for your business.

Let's cover the basics! If you're just starting out with Streak, we'll show you how to import your data and set up your first pipeline.

Now that you have your first pipeline, we'll cover the first few things to get your process off the ground in this session.

In this class we'll cover how to automate your process & pipeline so you never miss following up on a deal again. Tasks, Saved Views, Native Automations and much more!

Learn how to create, sync, assign and automate all your task creation to never miss a deadline again.

Saved views allow you to create custom filters and segments of your pipeline. Once you set up your filters, your saved view updates in real time to show you any boxes that match your criteria.

I've got all of this data in Streak... now what?! Learn how to create and customize reports that pinpoint the most important metrics for your business.

Let's cover the basics! If you're just starting out with Streak, we'll show you how to import your data and set up your first pipeline.

Now that you have your first pipeline, we'll cover the first few things to get your process off the ground in this session.

I've got all of this data in Streak... now what?! Learn how to create and customize reports that pinpoint the most important metrics for your business.