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In this class we'll teach you how you can easily use Zapier in order to create a simple round robin assignment process in your pipeline.
We’re launching contacts and organizations lists in Streak! Although we’ve had contacts and organizations for a while, our new contact list helps you track all of your relationships and acts as a repository for people you meet, leads you want to look into, etc.
Streak's Mail Merge feature allows you to send personalized, tracked mass email and follow-up sequences directly in Gmail. Schedule automatic follow-up messages if your recipient doesn't reply.
You've got your team using Streak regularly, now you need to measure, analyze and motivate them to hit your team's goals. Cue, Streak reports.
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!
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.