Each contact and organization has their own contact or organization page in Streak, where you'll find your team's emails with the contact, details about where they are in your pipelines and – of course – their contact information.
Streak uses a third-party integration to auto-enrich contact information with publicly available data like a LinkedIn page or a Twitter handle.
To edit or add information in the contact or organization's page:
1- Search for the contact or organization in the Gmail search bar (below), or click on their contact card in the Streak sidebar, in a pipeline, or in a box.
This will bring you to their contact or organization page.
2- Edit the information in the contact page sidebar. Changes are saved automatically and Streak logs a history of changes in the team activity section of the contact or organization's page.
How to remove a contact or organization from a box
Remove a contact or organization if they are no longer relevant to the box.
To remove a contact or organization from a box:
Find the contact or organization card in the Streak sidebar, in a pipeline, or in a box.
Click the three dots on the contact card.
Select "Remove contact" or "Remove organization".
Removing a contact or organization does not delete that contact or organization or their emails - it only removes them from the box. The contact or organization will remain in Streak for your team's use.
How to delete a Contact or Organization
You can permanently delete a contact or organization in Streak from that contact or organization's page.
Deleting a contact or organization is permanent and will delete that contact or organization across your Streak team. You cannot undo this action.
To delete a contact or organization:
Navigate to their contact or organization page.
Click the "Open Contact" icon.
Choose "Delete" and confirm your decision.