Collaborating in Streak 🤝

Collaboration in Streak works best when the right people have the right access—and the right alerts—without creating chaos. In this session, we’ll walk through how Streak permissions and sharing work across teams and pipelines, plus the best ways to share views and email so everyone stays on the same page in Gmail.

You’ll learn how to:

• Understand Streak permissioning at the team vs. pipeline level
• Configure notification settings so teammates get the right updates (and fewer of the wrong ones)
• Use team settings vs. pipeline settings to control collaboration behavior
• Set up custom permissions for more granular access control (Enterprise)
• Share a saved view so your team works from the same source of truth
• Share email effectively: email sharing, autoboxing, and shared context across teammates

Perfect for: teams running shared pipelines (sales, recruiting, partnerships, support) who want clear ownership, clean visibility, and fewer “who has access to this?” moments.