Streak CRM - an introduction to using pipelines, creating boxes, and building saved views

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Streak CRM - a class about helpful features you should be using after creating your first pipeline Streak CRM - a class about helpful features you should be using after creating your first pipeline
The box view The box view
Saved views: filter and segment pipelines Saved views: filter and segment pipelines
Using Streak CRM to keep leads warm - building automations in your pipeline Using Streak CRM to keep leads warm - building automations in your pipeline
CRM reports and dashboard in Gmail CRM reports and dashboard in Gmail
Create a new pipeline with your tracked emails in under a minute Create a new pipeline with your tracked emails in under a minute
Fill in your pipeline with suggestions from your inbox Fill in your pipeline with suggestions from your inbox
Demo: Create a pipeline and add emails right from your inbox Demo: Create a pipeline and add emails right from your inbox