About this event
Now that you have your CRM up and running, you're probably sending contracts, agreements and all sorts of other documents that need to be signed and stored in Streak.
In this class we'll walk you through how you can use Zapier and Docusign to add document management to the suite of Streak features.
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I've been teaching with Streak for 3 years and my favorite feature is our saved views 📊.
Streak is a CRM platform integrated within Gmail, simplifying customer management and business processes for industry leaders worldwide.