Streak updates
Streak updates
streak.com

Bug fixes & improvements

 

Fix

  

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We know it’s important for your tools to be reliable and effective day in and day out. That’s why our engineers dedicate time not only to building exciting new features, but to fixing anything that might be broken or slightly off in Streak.

Check out our blog to see what changed with recent fixes and improvements.

New: Funnel reports

 

New

  

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Funnel reports help you uncover bottlenecks and leaks in your pipelines so you can fine-tune your processes and convert more leads.

You’ll gain actionable insights with:

  • Visualizations of your conversion funnel
  • Comparison charts to see which lead sources, date ranges, sales reps, or customer types convert best (advanced features)
  • Endless customization by filtering and grouping your funnel data sources (advanced features)

Basic funnel reports with funnel visualizations are available for Pro plans. Advanced funnel reports include comparison charts and custom data sources and are available for Enterprise plans. Pro plans will have access to advanced features while funnel reports are in beta.

Learn more in our blog, or review our plans and pricing.

Add and edit organizations on iOS

 

New

  

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We recently updated the Streak iOS app to allow you to add and edit contacts from your iPhone or iPad.

Now, you can add the companies they work with as organizations to better manage relationships, deals, and opportunities in your CRM using your iPhone or iPad.

Organizations allow you to track each contact that you have within a single company. They help you map out relationships and stay on top of your team’s communication history with automatic timelines of emails and events in organization pages.

Learn more and find step-by-step instructions in our blog.

Bug fixes & improvements

 

Fix

  

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Our engineers spent a few days fixing bugs and making improvements throughout Streak.

Check out what changed and learn more in our blog.

Saved views in the Streak iOS app

 

New

  

Streak’s mobile app for iPhone and iPad allows you to access your CRM and Gmail inbox on the go.

We recently added the ability to access and use your saved views in the mobile app on iOS devices.

Saved views you to filter, sort, and group your pipelines to see which opportunities need your attention the most.

For example, you can use saved views to quickly find:

👤 Leads assigned to you

👻 Contacts with no interaction in 7 days

🗓️ Deals closing this week

📍 Properties or clients in a certain region

⭐ High priority deals

👁️ Customer segments based on email tracking engagement data

Learn more in our blog.

New: Add people to a mail merge from their contact card

It’s now easier to add contacts and organizations to an existing mail merge.

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Just look for the email icon next to a contact or organization, select "Add to Mail Merge," and choose which mail merge you’d like to add them to.

You can find contact cards:

  • in the Streak sidebar next to an email conversation that's been added to a pipeline
  • in your pipeline view
  • in the box view
  • in the contact sidebar

Once you create your mail merge, add new recipients to the email sequence each time you need to reach out to new leads, get feedback, ask for reviews, or in any other scenario that requires outreach.

Learn more in our blog.

Introducing link tracking: track clicks on links in your emails

 

New

  

Link tracking in Gmail gives you valuable insights by showing you when a recipient clicks on links in your emails.

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Tracking links in your emails will show you:

  • Number of times your recipient clicked on links in an email
  • Which links were clicked during each email view
  • When they clicked links in your emails
  • What type of device they were on when they clicked a link
  • Where they were located, if available, when they clicked a link

Link tracking is included in Streak solo, pro, and enterprise plans.

Learn more about tracking links in our blog.

Changelog: iOS fixes and updates

 

Fix

  

We recently launched a completely new version of our iOS app. This included new layouts for iPad and iPhone, as well as new functionalities in the app.

Since launch, we’ve been busy pushing out a few fixes to make the experience smoother and more intuitive.

Using an Android device? We have an app for that, too.

Recent updates

✔️ Tasks assigned on creation Similar to the desktop version of Streak, you’ll be assigned to any tasks you create by default. Change the assignee to any of your teammates to assign the task to them.

🔗 Tappable URLs URLs and email addresses in box fields weren’t tappable, but have been fixed so you can navigate directly to the link destination.

🗂️ Box field order For consistency, box fields are not arranged according to the order they’re set in the Streak desktop version.

💬 In app feedback The send button for in-app feedback wasn’t working - but this has been fixed and we want to hear from you!

🗑️ Deleting boxes This version fixes a bug where deleting boxes could sometimes fail.

🖊️Gmail signature preview You can now preview your Gmail signature in the app settings.

📥 Empty mailbox placeholder The app sometimes showed an empty mailbox placeholder when it shouldn’t in the mailbox view. This has been fixed so you’ll see the correct

📫 All Mail mailbox The All Mail mailbox wasn’t functioning in our iOS app, but is back in action.

Email tracking, design updates, and new features for iOS app

 

New

  

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We completely revamped our mobile app for iOS, giving it tons of new features, updated page designs, and UI improvements. It’s chock full of new functionality on both iPhone and iPad devices.

🎁 New features and functionality

  • Email tracking from your mobile device
  • 3-column layout on iPad
  • Today view on iPad
  • Create a complete box in one step
  • Edit mode
  • Quickly add call logs and other content
  • Add an email to multiple boxes

🔍 Faster and more comprehensive searches

  • Search contacts and boxes together
  • Scan results faster
  • Saved recent searches

📐 New page designs

  • Single page design in box view
  • Recent activity section
  • View stages in a list
  • Higher pipeline density
  • Improved tasks view

👀 Accessibility settings

  • Better legibility
  • Dark mode support

Read more about these updates and how you can use the iOS app on the go in our blog.

Download the iOS app or Android app today.

Archive mail merges

 

New

  

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Is your mail merge list getting out of hand? You can now archive mail merges that you're not going to use again.

Just open the mail merge from the list on the left-hand side of Gmail and click the "archive" button in the top right.