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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 +1
12 articles in this collection
Written by Brita Ulf, Hayden West, Timothy Hudson and 1 other
Creating & Managing Boxes

Boxes

What is a box?
Yen avatar
Written by Yen
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 over a week ago

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