Where can I view my Contacts and Organizations?

Contacts and Organizations can be viewed and edited from two places in your Streak database: at the Box level and the Pipeline level.

From the Box Details View

The Contacts and Organizations Section is a default section in your Box Details View, so you can start creating Contacts right away! 

To view and edit your Contacts and Organizations from the Box Details View:

  1. Navigate to the Box Details View
  2. Click on the Contact and Organizations Section to expand your options and view your Contacts
  3. Click on your linked Contact to open the Contacts Card and edit your Contact

From the Pipeline Spreadsheet View

The Contacts and Organizations Column is not a default Column included in your Pipeline, so you may need to add a new Contacts and Organizations Column. You create a new Column by clicking the + button towards the far right-hand side of the Pipeline, selecting Insert Column from the Column menu, and selecting the Contacts and Organizations Column type. This Column will surface all linked Contacts and Organizations in your Boxes, making them accessible from the Pipeline level. 

To view your Contacts and Organizations from the Pipeline Spreadsheet View:

  1. Navigate to the Pipeline Spreadsheet View
  2. Click into the Contacts and Organizations Column
  3. Click on the linked Contact to open the Contacts Card and edit your Contact

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