{"id":228009,"date":"2024-05-28T14:55:56","date_gmt":"2024-05-28T14:55:56","guid":{"rendered":"https:\/\/namso-gen.co\/blog\/?p=228009"},"modified":"2024-05-28T14:55:56","modified_gmt":"2024-05-28T14:55:56","slug":"how-to-add-contract-value-in-streak","status":"publish","type":"post","link":"https:\/\/namso-gen.co\/blog\/how-to-add-contract-value-in-streak\/","title":{"rendered":"How to add contract value in Streak?"},"content":{"rendered":"<p>How to Add Contract Value in Streak: A Guide to Maximizing Your Business Potential<\/p>\n<p>Streak is a powerful CRM (Customer Relationship Management) tool designed to streamline your business processes and help you achieve your goals more efficiently. One of its key features is the ability to add contract value, which allows you to track the financial potential of each customer or client within the system. In this article, we will explore the steps to add contract value in Streak and share some valuable FAQs related to this feature.<\/p>\n<p>**How to Add Contract Value in Streak?**<\/p>\n<p>Adding contract value in Streak is a simple process that can be done in just a few clicks. Here are the steps to follow:<\/p>\n<p>1. Log in to your Streak account and select the pipeline where you want to add the contract value.<br \/>\n2. Click on the &#8220;More Options&#8221; button (represented by three vertical dots) located at the top right corner of the pipeline view.<br \/>\n3. From the drop-down menu, click on &#8220;Edit Pipeline.&#8221;<br \/>\n4. In the pipeline editor, click on the stage where you want to add the contract value.<br \/>\n5. On the right-hand side panel, you will see an option called &#8220;Fields.&#8221; Click on the &#8220;+&#8221; icon next to it.<br \/>\n6. A list of available field types will appear. Select &#8220;Currency&#8221; from the list.<br \/>\n7. Enter a name for the field, such as &#8220;Contract Value,&#8221; and click &#8220;Save Field.&#8221;<br \/>\n8. The currency field will now be added to the selected stage.<br \/>\n9. To update the contract value for each deal, click on the respective deal and input the value in the newly created field.<br \/>\n10. Save your changes, and the contract value will be reflected in your Streak pipeline.<\/p>\n<p>With the contract value feature enabled in Streak, you have a comprehensive overview of the financial potential of each deal, allowing you to make more informed decisions and prioritize your business activities accordingly.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_62 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/namso-gen.co\/blog\/how-to-add-contract-value-in-streak\/#FAQs_Related_to_Adding_Contract_Value_in_Streak\" title=\"FAQs Related to Adding Contract Value in Streak:\">FAQs Related to Adding Contract Value in Streak:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/namso-gen.co\/blog\/how-to-add-contract-value-in-streak\/#1_Can_I_add_multiple_contract_values_for_a_single_deal\" title=\"1. Can I add multiple contract values for a single deal?\">1. Can I add multiple contract values for a single deal?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/namso-gen.co\/blog\/how-to-add-contract-value-in-streak\/#2_Is_it_possible_to_customize_the_currency_used_for_contract_values\" title=\"2. Is it possible to customize the currency used for contract values?\">2. Is it possible to customize the currency used for contract values?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/namso-gen.co\/blog\/how-to-add-contract-value-in-streak\/#3_Can_I_view_the_total_contract_value_across_multiple_stages_or_pipelines\" title=\"3. Can I view the total contract value across multiple stages or pipelines?\">3. Can I view the total contract value across multiple stages or pipelines?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/namso-gen.co\/blog\/how-to-add-contract-value-in-streak\/#4_What_happens_to_the_contract_value_if_a_deal_is_moved_to_a_different_stage\" title=\"4. What happens to the contract value if a deal is moved to a different stage?\">4. What happens to the contract value if a deal is moved to a different stage?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/namso-gen.co\/blog\/how-to-add-contract-value-in-streak\/#5_Can_I_export_the_contract_value_data_from_Streak\" title=\"5. Can I export the contract value data from Streak?\">5. Can I export the contract value data from Streak?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/namso-gen.co\/blog\/how-to-add-contract-value-in-streak\/#6_How_can_I_sort_my_deals_based_on_contract_value\" title=\"6. How can I sort my deals based on contract value?\">6. How can I sort my deals based on contract value?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/namso-gen.co\/blog\/how-to-add-contract-value-in-streak\/#7_Is_there_a_way_to_set_reminders_based_on_the_contract_value\" title=\"7. Is there a way to set reminders based on the contract value?\">7. Is there a way to set reminders based on the contract value?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/namso-gen.co\/blog\/how-to-add-contract-value-in-streak\/#8_Can_I_track_the_payment_status_of_each_deal\" title=\"8. Can I track the payment status of each deal?\">8. Can I track the payment status of each deal?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/namso-gen.co\/blog\/how-to-add-contract-value-in-streak\/#9_How_can_I_filter_my_deals_based_on_contract_value\" title=\"9. How can I filter my deals based on contract value?\">9. How can I filter my deals based on contract value?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/namso-gen.co\/blog\/how-to-add-contract-value-in-streak\/#10_Is_it_possible_to_add_contract_value_for_non-sales_deals_like_partnerships_or_collaborations\" title=\"10. Is it possible to add contract value for non-sales deals, like partnerships or collaborations?\">10. Is it possible to add contract value for non-sales deals, like partnerships or collaborations?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/namso-gen.co\/blog\/how-to-add-contract-value-in-streak\/#11_Can_I_add_contract_value_for_existing_deals_or_is_it_applicable_only_to_new_deals\" title=\"11. Can I add contract value for existing deals, or is it applicable only to new deals?\">11. Can I add contract value for existing deals, or is it applicable only to new deals?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/namso-gen.co\/blog\/how-to-add-contract-value-in-streak\/#12_Can_I_hide_the_contract_value_field_from_certain_users\" title=\"12. Can I hide the contract value field from certain users?\">12. Can I hide the contract value field from certain users?<\/a><\/li><\/ul><\/nav><\/div>\n<h3><span class=\"ez-toc-section\" id=\"FAQs_Related_to_Adding_Contract_Value_in_Streak\"><\/span>FAQs Related to Adding Contract Value in Streak:<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<h3><span class=\"ez-toc-section\" id=\"1_Can_I_add_multiple_contract_values_for_a_single_deal\"><\/span>1. Can I add multiple contract values for a single deal?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\nNo, Streak&#8217;s contract value feature allows you to add a single contract value per deal.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"2_Is_it_possible_to_customize_the_currency_used_for_contract_values\"><\/span>2. Is it possible to customize the currency used for contract values?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\nYes, you can select the desired currency when adding or editing the contract value field in Streak.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"3_Can_I_view_the_total_contract_value_across_multiple_stages_or_pipelines\"><\/span>3. Can I view the total contract value across multiple stages or pipelines?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\nUnfortunately, Streak currently doesn&#8217;t provide a built-in feature to display the cumulative contract value across multiple stages or pipelines. However, you can manually calculate the total value by aggregating the contract values from each stage or pipeline.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"4_What_happens_to_the_contract_value_if_a_deal_is_moved_to_a_different_stage\"><\/span>4. What happens to the contract value if a deal is moved to a different stage?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\nThe contract value remains unchanged when a deal is moved to a different stage. You need to manually update the contract value if it changes during the deal progression.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"5_Can_I_export_the_contract_value_data_from_Streak\"><\/span>5. Can I export the contract value data from Streak?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\nYes, Streak allows you to export your data, including the contract value field, in CSV format.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"6_How_can_I_sort_my_deals_based_on_contract_value\"><\/span>6. How can I sort my deals based on contract value?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\nTo sort your deals based on contract value, go to the pipeline view, and click on the &#8220;Sort By&#8221; button located at the top right corner. From the drop-down menu, select the contract value field, and choose either ascending or descending order.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"7_Is_there_a_way_to_set_reminders_based_on_the_contract_value\"><\/span>7. Is there a way to set reminders based on the contract value?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\nStreak doesn&#8217;t have a native feature to set reminders based on the contract value. However, you can use Streak&#8217;s other features like deadline reminders or email tracking to stay on top of important deals.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"8_Can_I_track_the_payment_status_of_each_deal\"><\/span>8. Can I track the payment status of each deal?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\nWhile Streak doesn&#8217;t have a dedicated payment status field, you can create a custom dropdown field to track the payment status of each deal and customize it according to your needs (e.g., &#8220;Paid,&#8221; &#8220;Pending,&#8221; &#8220;Overdue,&#8221; etc.)<\/p>\n<h3><span class=\"ez-toc-section\" id=\"9_How_can_I_filter_my_deals_based_on_contract_value\"><\/span>9. How can I filter my deals based on contract value?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\nTo filter your deals based on contract value, click on the &#8220;Filter&#8221; button located at the top right corner of the pipeline view, and select the desired contract value range.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"10_Is_it_possible_to_add_contract_value_for_non-sales_deals_like_partnerships_or_collaborations\"><\/span>10. Is it possible to add contract value for non-sales deals, like partnerships or collaborations?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\nCertainly! Streak&#8217;s contract value feature can be used to add the financial value for any type of deal, not just sales-related opportunities.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"11_Can_I_add_contract_value_for_existing_deals_or_is_it_applicable_only_to_new_deals\"><\/span>11. Can I add contract value for existing deals, or is it applicable only to new deals?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\nYou can add or update the contract value for both existing and new deals in Streak. Simply edit the respective deal and input the contract value in the designated field.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"12_Can_I_hide_the_contract_value_field_from_certain_users\"><\/span>12. Can I hide the contract value field from certain users?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\nYes, Streak offers user-level permissions that allow you to control who can view or edit the contract value field. You can restrict access to specific team members based on their roles or responsibilities.<\/p>\n<p>In conclusion, adding contract value in Streak is a valuable tool for businesses to track their financial potential and make informed decisions. By following the simple steps mentioned above and exploring the related FAQs, you can leverage this feature to maximize your business potential and drive growth.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>How to Add Contract Value in Streak: A Guide to Maximizing Your Business Potential Streak is a powerful CRM (Customer Relationship Management) tool designed to streamline your business processes and help you achieve your goals more efficiently. One of its key features is the ability to add contract value, which allows you to track the &#8230; <\/p>\n<p class=\"read-more-container\"><a title=\"How to add contract value in Streak?\" class=\"read-more button\" href=\"https:\/\/namso-gen.co\/blog\/how-to-add-contract-value-in-streak\/#more-228009\">Read more<span class=\"screen-reader-text\">How to add contract value in Streak?<\/span><\/a><\/p>\n","protected":false},"author":57,"featured_media":107420,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[86279],"tags":[],"class_list":["post-228009","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-learn","no-featured-image-padding"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to add contract value in Streak?<\/title>\n<meta name=\"description\" content=\"How to Add Contract Value in Streak: A Guide to Maximizing Your Business Potential Streak is a powerful CRM (Customer Relationship Management) tool\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/namso-gen.co\/blog\/how-to-add-contract-value-in-streak\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to add contract value in Streak?\" \/>\n<meta property=\"og:description\" content=\"How to Add Contract Value in Streak: A Guide to Maximizing Your Business Potential Streak is a powerful CRM (Customer Relationship Management) tool\" \/>\n<meta property=\"og:url\" content=\"https:\/\/namso-gen.co\/blog\/how-to-add-contract-value-in-streak\/\" \/>\n<meta property=\"og:site_name\" content=\"Namso Gen Blog - 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