Streak CRM FAQ – Answers Jun 2023

tutorial how to use for newbies hey people invite back in this video I will be revealing you how to use Streak Crm Chatbot  for your client relations cooperation interaction and a lot more so let’s enter it first of all you require to go to streak.com and you will arrive at this site right here now  is a kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a complete novice it will assist you tailor a perfect process for your team and you will be able to get your work done now let’s in fact get into the process now  is offered as an extension and it’s completely totally free so once you get to the website you’ll get this choice here which is add to Chrome and you’re.

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going to pick this one now it will take you to Chrome dot google.com extensions and this is our extension here click add to Chrome click on ADD extension and your extension will be included all right it’s done and now it is contributing to Gmail and it will take me directly to my Gmail account so here we are inside our Gmail and now you can see at the top we have streak and it’s asking me to sign into my Google account so I’ll merely sign in make certain to sign.

into the exact same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on allow after adding  this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just recently seen all tracked emails and upgraded reply and then we have this new choice which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this resembles our new dashboard for here I’ll be able to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s really do that you will click new pipeline here and we have various alternatives firstly we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have actually a lead contacted pitched demonstration negotiating close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last email last email from lead Source concern industry offer size company size close rate email thread count days and state and notes so if you wish to add another phase you will click on this Plus on top and you will provide your phase a name let’s sa