Boxes
Store all information related to your leads, customers, or candidates in one centralized location
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10 articles in this collection
Written by Brita Ulf, Timothy Hudson, Yen and 1 other
Written by Brita Ulf, Timothy Hudson, Yen and 1 other
Creating & Managing Boxes
Customize the box view layout
Sections are arrangeable and customizable to your preference.
Written by Caitlyn Grundy
Updated this week
Updated this week
Linking boxes
Tie and link boxes together in many-to-many relationships
Written by Timothy Hudson
Updated this week
Updated this week
How to move a box to a new pipeline
Written by Caitlyn Grundy
Updated this week
Updated this week
Keyboard shortcuts
Increase efficiency with Streak keyboard shortcuts
Written by Brita Ulf
Updated this week
Updated this week
Tasks
Tasks
Create tasks to manage your follow-up and to-do list in Streak
Written by Caitlyn Grundy
Updated this week
Updated this week
Upcoming
View all of your tasks in the sidebar
Written by Timothy Hudson
Updated this week
Updated this week
Sync tasks with Google Calendar
See your Streak tasks in Google Calendar
Written by Caitlyn Grundy
Updated this week
Updated this week
How can I find my Tasks from the Pipeline level?
Written by Caitlyn Grundy
Updated this week
Updated this week