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Boxes

Boxes

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

Brita Ulf avatar Timothy Hudson avatar Yen avatar +1
10 articles in this collection
Written by Brita Ulf, Timothy Hudson, Yen and 1 other

Boxes

What is a box?
Yen avatar
Written by Yen
Updated over a week ago
Creating & Managing Boxes

Customize the box view layout

Sections are arrangeable and customizable to your preference.
Caitlyn Grundy avatar
Written by Caitlyn Grundy
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

How to move a box to a new pipeline

Caitlyn Grundy avatar
Written by Caitlyn Grundy
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
Tasks

Tasks

Create tasks to manage your follow-up and to-do list in Streak
Caitlyn Grundy avatar
Written by Caitlyn Grundy
Updated over a week ago

Upcoming

View all of your tasks in the sidebar
Timothy Hudson avatar
Written by Timothy Hudson
Updated over a week ago

Sync tasks with Google Calendar

See your Streak tasks in Google Calendar
Caitlyn Grundy avatar
Written by Caitlyn Grundy
Updated over a week ago

How can I find my Tasks from the Pipeline level?

Caitlyn Grundy avatar
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
Caitlyn Grundy avatar
Written by Caitlyn Grundy
Updated over a week ago