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In this class we'll cover all things AI inside of Streak: AI Pipeline generator, AI Action steps, Ask a box a question, AI Deal Summaries, AI formula writer & more!
Let's cover the basics! If you're just starting out with Streak, we'll cover the first few things to get your process off the ground in this session.
We will guide you through how to easily and efficiently transition your data into Streak. Whether you're a beginner importing contacts from a CSV or an advanced user looking to automate lead capture using integrations.
Learn how to create and customize reports that pinpoint the most important metrics for your business. Organize everything into a reports dashboard in Streak.
In Streak, you can use the incoming email trigger to automatically create new boxes, add contacts, move boxes to a new stage, send a notification to Slack, and much more.