Streak

What does the team need to use Streak in Gmail?

On desktop, team members use Gmail with a supported Streak browser extension. Create a pipeline and make a box for each sale or project. A box is the card that holds the stage and its associated work.

What happens when you attach a thread to a shared box?

Streak lets you attach one thread or turn on automatic sharing for the person or company. Automatic sharing can bring in your past and future messages and teammates’ already shared emails. The box can show sender, recipient and date for unshared teammate messages. Reading those messages still requires access. Check who can see the pipeline before turning sharing on.

If the team only needs a date or a decision, write that detail on the box. That gives them something to act on without sharing the whole thread.

Does Streak’s free plan include a sales pipeline?

The free plan includes Gmail email tools. CRM pipelines are paid. The pricing FAQ lists Pro at US$59 per user with monthly billing or US$49 per user per month when billed annually.

Will the Google Sheets export include your mail?

The pipeline export can include boxes, contacts and organizations, with optional items such as tasks. Streak says it leaves out email threads, files and comments. Work out separately which email history the team must be able to access if you change tools.

How would you share a date without sharing a whole thread?

Draw this on paper with fictional details. Leave accounts and inboxes disconnected, and send no messages.

1. 1
   Draw the box

   Put a fictional order in the Awaiting approval stage. Write the expected decision date.
2. 2
   Choose what the team sees

   On another sheet, list a scheduling message and an unrelated message from the same company. Mark what you would link manually and what stays in the inbox.
3. 3
   Check the exit copy

   Sketch the exported box and note which of the facts a teammate can still find without the thread.