Streamtime Classic

Import multiple contact records into Streamtime Classic using this article.

How can I import my contacts into Streamtime?

How to tag people and companies in Streamtime.

Using the Sort field to create Contact Lists

Update your client company name using these steps.

How can I rename company contacts in Streamtime?

Keep track of important pieces of correspondence within your Streamtime company records.

How do I create correspondence in Streamtime?

Need to export your contacts from Streamtime Classic?

Exporting a Company list with Contact names included

Setup templates to be used when selecting to email records out of Streamtime.

How do I create correspondence templates?

Add new company records and keep track of prospects, clients and suppliers.

How can I add contacts to Streamtime?

Jenny Hsu

Michael O'Riley

Contacts, Clients and Suppliers

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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