If you're managing every part of a customer's journey in Streak, there's a good chance that your pipelines will have some overlap between customer.
Your leads pipeline for Sales could funnel into an account management pipeline for Customer Success, with even more information being tracked in a Support pipeline.
These boxes can only live in a single pipeline at a time, but by using our linked boxes feature, you can tie them together regardless of their location.
Creating a link
- Navigate to a box and find the Linked Boxes section. By default, this will be in the right column.
- Click on Add. This will let you search for the box you're intending to link to this one.
- Select a box from your search results.
When you've linked a box, you can navigate to it from the box view, the box sidebar, or from the pipeline view
You can also insert a column in your pipeline view that shows all the linked boxes (or a subset of them).