How To Link Two Related Boxes Together
Many Streak users have multiple Pipelines to help manage their customers. For example, you may have a typical sales Pipeline where you manage all your customers through their sales and signup process. But you may also have a Pipeline for customer support issues. Linked Boxes lets you tie together all the customer support Boxes to the sales Box for that customer.
With Linked Boxes, you could visit a customer's sales Box and see all of their linked customer support issues- the linkage works in reverse too! You may be looking at a customer support issue Box and want to navigate to the sales Box to get more information about the customer.
To link two Boxes together:
- Navigate to one of the Boxes click on the "Add Linked Box" button
- This will let you search for the Box name you would like to link to
- From the search results, click the Box to link
| Tip: For guided step-by-step instructions in the extension, follow the In-App Tour "How to Link Boxes"|
When you've linked a Box, you'll be able to easily navigate to it from the Box view, the right sidebar of an email or the Pipeline view.
You can even insert a column in your Pipeline view that shows all the linked Boxes (or a subset of them). From the Pipeline view, add a new Column to your Pipeline and choose from the "Linked Boxes" options.