An introductory webinar on Streak for Gmail. Learn how you can manage projects
and clients without ever leaving your email window!
What Streak is, and why it's a no-brainer for Gmail users
Streak terminology and the relationship between Pipelines, Boxes and Stages
How to create different pipelines for contact management and project management
Mail merges - complete with tracking and open notifications
How to "slice and dice" your pipeline data to display queries and reports and see the data you need
The power of lists that live right inside your Inbox window for things that are time-sensitive (like your recording list, invoicing list, projects awaiting decisions, and more)
Options for importing your existing data
The different Streak pricing options, the differences in features, and how to pick the one that best fits your needs
DATE: Tuesday, October 31st, 2023
TIME: 3-4 pm ET / 12-1 pm PT / 7-8pm UK (GMT)
WHERE: ZOOM
COST: FREE
SEATS: 30