Keep track of leads and close deals
Learn to track leads through a sales pipeline.
Learn to manage incoming support tickets with pipelines
Learn to track candidates through a hiring pipeline.
Track projects and tasks to completion
Manage home buyers and sellers or recruit new agents
Build and maintain your partners and business relationships
Learn how to organize your fundraising efforts in a pipeline
Streak helps you organize your emails and manage business processes with boxes and pipelines. In this overview video, we’ll show you how information is organized in Streak and introduce some features to help you manage your workflow.
Adding boxes to your pipeline
Five ways to fill in your pipeline
Adding contacts and organizations to pipelines
How to add contacts and organizations to your boxes
Call logs and meeting notes
Record notes from calls and meetings in the box timeline
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