This is how the sidebar looks for a Box associated with a Sales / CRM Pipeline: Streak’s Email Management Features These fields and stages differ depending on the Pipeline. When viewing a Box, there’s a sidebar where you can fill in extra information as well as select the stage that the Box is at.
A box will include all of the emails within the conversation, as well as attachments and contacts. After you’ve named the Box, you have to select a Pipeline for the box. You can name the box yourself or choose from a list of suggestions provided by Streak.
Just select an email using the checkbox, then click on Boxes. Boxes can only be associated with one Pipeline, and have to be tagged with one of the stages in the Pipeline.Ĭreating a Box is simple. Boxes can store emails, files and even reminders. The previously-mentioned preset window will appear and you can pick the type of Pipeline you want.īoxes are Streak’s term for containers that are used to store information about a client, customer, potential employee and so on. To create a new Pipeline, just click on the +New link beside Pipelines in the left Gmail sidebar. Of course, Streak also lets you create your own Pipelines, in case none of the presets fit the bill.
Streak for fmail plus#
Streak comes preloaded with preset sales-related and business-related pipelines such as Sales / CRM, Hiring and Dealflow, plus some personal Pipelines such as Trip Planning. Correspondance is grouped into Boxes, and these Boxes are moved along the Pipeline as a sale, or any other business process, progresses.Ī Pipeline is essentialy a spreadsheet of a particular business process. Streak’s CRM FeaturesĪt the core of Streak are what it calls Pipelines and Boxes. Once you’re done with the tour (or chose to skip it), you’re free to start using Streak how you please. Streak will also offer to give you a quick guided tour. This isn’t permanent, so don’t worry if you feel that you might use Streak for other things later on. This time, the window contains a list of all the preset Pipelines that come with Streak, and choosing any one of these will create a Pipeline for you. Once you’ve granted permissions to Streak, you’ll be greeted by another pop-up window. Either way, once you’ve downloaded it, just log into your Gmail account and you should be greeted by a pop-up asking to grant certain permissions to the extension.
Streak for fmail download#
You can download the Streak extension either from the official site or from the Chrome Web Store. If you run a business or are involved in sales, you probably spend most of your time in Gmail, communicating with clients, customers, and maybe even Read more Getting Started With Streakįirst off, you need to use Google Chrome. 20+ Browser Extensions For Better Gmail Experience
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