Streak is a powerful tool that helps businesses manage their relationships with customers. It is a CRM software that can be integrated with Gmail, making it easy to track and manage customer interactions. In this article, we will discuss how to use Streak in 2023.
Getting Started
To start using Streak, you need to install the Streak extension in your Gmail account. Once you have installed the extension, you can access Streak by clicking on the Streak icon in the top right corner of your Gmail account.
Creating a Pipeline
The first thing you need to do in Streak is to create a pipeline. A pipeline is a series of stages that a customer goes through before they make a purchase. To create a pipeline, click on the Pipelines tab in Streak and then click on New Pipeline.
Adding Stages
Once you have created a pipeline, you can add stages to it. Stages represent the different steps that a customer goes through in the sales process. To add a stage, click on the Add Stage button in the pipeline and then enter the name of the stage.
Adding Contacts
To start tracking customer interactions, you need to add contacts to your pipeline. To add a contact, click on the Add Contact button in the pipeline and then enter the contact's information.
Tracking Interactions
Once you have added a contact to your pipeline, you can start tracking your interactions with them. To do this, click on the contact in the pipeline and then click on the Add Box button to add a new interaction.
Customizing Streak
Streak can be customized to fit the needs of your business. To customize Streak, click on the Settings tab in Streak and then click on the Customize Streak button.
Integrating with Other Tools
Streak can be integrated with other tools such as Google Sheets and Slack. To integrate Streak with other tools, click on the Integrations tab in the Streak settings.
Using the Mobile App
Streak also has a mobile app that can be used to manage customer interactions on the go. To download the mobile app, visit the Streak website and click on the Mobile App button.
Conclusion
Streak is a powerful tool that can help businesses manage their relationships with customers. By following the steps outlined in this article, you can start using Streak in 2023 to improve your sales process and grow your business.
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