Boxes

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

+2

12 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

Adding and Removing Emails

Add emails to boxes

Organize emails and track information in your pipelines

Written by Brita Ulf
Updated over a week ago

Remove emails from boxes

How to remove an email from a box

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

Coordinate your day by viewing your events and tasks side-by-side.

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

Written by Caitlyn Grundy
Updated over a week ago