Tips From The Pros

Now that we've covered the basics, let's take a look at our top 5 tips to get you started on the right foot and maximize your time in Streak!

Get Help With Our In-App Guided Tours

Need some help along the way? Check out our guided tours in Streak for step-by-step instructions on each of our features! Follow along click by click for extra help.

Find Boxes via Search

Can't find where that Box went? Streak is integrated with the main Gmail search bar at the top of your Inbox. Search for a Box, Pipeline, or Contact by name to quickly find it!

Utilize The Spreadsheet Functionality

Streak's Pipeline spreadsheet naturally works like other familiar spreadsheets: copy/paste, undo, column freezing, and formatting are all built in!

Bulk Edit And Batch Updates

Need to update multiple Boxes at once? Highlight once cell, copy, and paste into multiple Boxes, or an entire Column, to update the fields in bulk. You can also select multiple Boxes in your Pipeline to update their Stage in bulk, delete them in bulk or move them to another Pipeline all at once.

Leverage Keyboard Shortcuts

Use Streak (and Gmail) keyboard shortcuts to save time on frequent actions. Speed up actions by reducing clicks!

Congrats! You’ve now taken your first steps in learning how to use Streak. There are lots of other resources in the Knowledge Base to help you along the way. Be sure to also check out our other User Guides:

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