Build custom reports and dashboards in Google Sheets with Streak’s new export features
Streak's new export features let you automate CRM data exports to Google Sheets, filter key insights, and create real-time reports—no manual work needed!
Do you get tired of manually adding emails to your CRM and reminding your team to share theirs? We sure do, but Streak solves this problem with automatic email sharing.
The first step to enabling this feature is adding contacts and organizations to our boxes. Once they’re added, you can build a complete timeline of their interactions with your entire team — automatically.
In this new Streak University lesson, you’ll:
Need a refresher on how Streak helps you manage contacts and organizations? There’s a video for that!
We’re adding new lessons frequently — let us know what you’d like to learn about next!