Boxes

Store all information related to your leads, customers, or candidates in one centralized location

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10 articles in this collection
Written by Brita Ulf, Timothy Hudson, Weston and 2 others

Boxes

Written by Yen
Updated over a week ago

Creating & Managing Boxes

Customize the box view layout

Sections are arrangeable and customizable to your preference.

Written by Caitlyn Grundy
Updated over a week ago

Linking boxes

Tie and link boxes together in many-to-many relationships

Written by Timothy Hudson
Updated over a week ago

How to move a box to a new pipeline

Written by Weston
Updated over a week ago

Keyboard shortcuts

Increase efficiency with Streak keyboard shortcuts

Written by Brita Ulf
Updated over a week ago

Tasks

Tasks

Create tasks to manage your follow-up and to-do list in Streak

Written by Caitlyn Grundy
Updated over a week ago

Upcoming

View all of your tasks in the sidebar

Written by Timothy Hudson
Updated over a week ago

Sync tasks with Google Calendar

See your Streak tasks in Google Calendar

Written by Caitlyn Grundy
Updated over a week ago

How can I find my Tasks from the Pipeline level?

Written by Caitlyn Grundy
Updated over a week ago

Call Logs & Meeting Notes

Call Logs & Meeting Notes

Record notes from calls and meetings in the box timeline

Written by Caitlyn Grundy
Updated over a week ago