Streak

Build a pipeline around the team’s actual sales stages. Each box can represent a lead or deal, store its emails, notes, files and tasks, and move through stages while columns record details such as value or close date.

Use contact and organization records to see who belongs to each opportunity. Streak can suggest people from an email thread and create a contact, box and sharing rule as part of that inbox workflow.

Some fields can fill from email activity, such as the last-email date or number of sent messages. Check those automatic fields against a sample account before treating them as complete sales history.

Automatic sharing can add email threads for a contact or organization to a particular box. Teammates may see the existence and to/from/date details of an unshared message without its contents, then request access. Review that visibility with the team before enabling broad sharing.

A specific thread can be marked Never share in Streak, which takes priority over other sharing settings. Turning off sharing for a contact or organization is box-specific; teams can also disable team email sharing, but then adding emails to pipelines is affected.

Assign pipeline roles for view or edit access. The built-in roles are available on Pro and Pro+, while custom permissions are Enterprise-level. Pipelines are shared with the team by default, so set Team Access and review existing members before loading sensitive deals.

For migration, import a small sample from Google Sheets, CSV or Excel. The importer can update same-name boxes and create missing stages, tags or dropdowns by default, while automatic sharing is on for contacts by default; inspect those settings before a large import.