Saved views let you filter and segment a pipeline full of boxes to see which opportunities need your attention the most.
In this 3-part video lesson, we’ll show you how to create segments within your pipelines and prioritize work throughout the day.
Part 1: Saved views overview
If you’re still exploring saved views in Streak, start with this quick overview video to see a few examples in different types of pipelines.
Part 2: How to create saved views
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.
👀 Stay tuned for Part 3 on advanced saved views!