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Boxes
Boxes
Store all information related to your leads, customers, or candidates in one centralized location
+1
10 articles in this collection
Written by
Brita Ulf,
Timothy Hudson,
Yen
and 1 other
Boxes
What is a box?
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
Caitlyn Grundy
Updated over a week ago
Keyboard shortcuts
Increase efficiency with Streak keyboard shortcuts
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
See your Streak tasks in Google Calendar
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
Record notes from calls and meetings in the box timeline
Written by
Caitlyn Grundy
Updated over a week ago