Boxes

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

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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 this week

Upcoming

View all of your tasks in the sidebar

Written by Timothy Hudson
Updated this week

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