Contacts and Organizations

Contacts are the fastest route to becoming a power user with Streak.

8 articles in this collection
Written by Brita Ulf and Timothy Hudson

Contacts and organizations

Find contact information and your team's interaction history with a contact or organization

Written by Brita Ulf
Updated over a week ago

Using contacts and organizations

How to use contacts and organizations in Streak

Written by Timothy Hudson
Updated over a week ago

Getting started

Adding contacts and organizations to your pipelines

Creating Contacts and Organizations is the first step in utilizing this powerful feature.

Written by Timothy Hudson
Updated over a week ago

Editing and adding information to a Contact or Organization

Edit or add more information to your contacts and organizations.

Written by Timothy Hudson
Updated over a week ago

Removing a contact or organization from your boxes

How to remove a contact from your boxes

Written by Timothy Hudson
Updated over a week ago

Deleting a contact or organization

Written by Brita Ulf
Updated over a week ago

Troubleshooting

How does Streak handle phone extensions?

What if my Contact card has an extension or foreign number?

Written by Timothy Hudson
Updated over a week ago

Unable to add Contacts and Organization to your Pipeline?

Written by Timothy Hudson
Updated over a week ago