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Boxes

Boxes

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

Brita Ulf avatar Hayden West avatar Timothy Hudson avatar
12 articles in this collection
Written by Brita Ulf, Hayden West, and Timothy Hudson
Creating & Managing Boxes

Boxes

What is a box?
Brita Ulf avatar
Written by Brita Ulf
Updated over a week ago

Customize the box view layout

Sections are arrangeable and customizable to your preference.
Hayden West avatar
Written by Hayden West
Updated over a week ago

Linking boxes

Tie and link boxes together in many-to-many relationships
Timothy Hudson avatar
Written by Timothy Hudson
Updated over a week ago

Keyboard shortcuts

Increase efficiency with Streak keyboard shortcuts
Brita Ulf avatar
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
Brita Ulf avatar
Written by Brita Ulf
Updated this week

Remove emails from boxes

How to remove an email from a box
Brita Ulf avatar
Written by Brita Ulf
Updated over a week ago
Tasks

Box Tasks

Hayden West avatar
Written by Hayden West
Updated over a week ago

Upcoming

A unified view for your tasks that's built into your sidebar
Timothy Hudson avatar
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.
Hayden West avatar
Written by Hayden West
Updated over a week ago

How can I find my Tasks from the Pipeline level?

Hayden West avatar
Written by Hayden West
Updated over a week ago
Call Logs & Meeting Notes

Call Logs & Meeting Notes

Hayden West avatar
Written by Hayden West
Updated over a week ago

Can I export my Tasks, Call Logs, and Meeting Notes from my Pipeline?

Hayden West avatar
Written by Hayden West
Updated over a week ago