To learn how to add emails to pipelines, see article here.
To learn how to update box information, see article here.
After adding an email to a Streak Pipeline, the sidebar brings useful information to your email so you can make informed decisions without ever having to leave Gmail.
These icons at the top right of your sidebar give you quick access and control over your view.
The expand icon navigates away from your inbox to the full box view.
The first section at the top of the sidebar displays the pipeline name, box name, the stage that the box is in, and the team member assigned to the box.
Click on the pipeline name to navigate to pipeline view. Click the box name, stage menu, or assignee name to update or edit the information directly in the sidebar.
Tasks and Related Pipeline Items
View the number of tasks associated with the box and the date of the next due task in a prominent location. Click the task icon to view a full list of tasks and to edit and create tasks from your inbox.
Related Items, previously called linked boxes, are displayed near the top of the sidebar so you never miss important context on your leads.
Contacts and Organizations
Streak suggests contacts and organizations based on recipients included on the email thread. Accept or deny suggestions in one click!
Once you've added a contact to your box, click the three vertical dots to interact with your contact, or click the contact's name to view a contact or organization card with more contact details.
View the most recent comments, call logs & meeting notes, and email threads included in a box and the date they were added. Click on the activity to navigate to box view for full details or to edit the activity.
Quickly scan data about your lead to gain context in your inbox. Fill in information as you go by clicking into any field. This information will be reflected in the custom data columns of your pipeline.
The "+" icon at the bottom of the sidebar expands to a full action menu. Log interactions, upload files, add comments and tasks, and link to related items from this menu without leaving your inbox.