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Add and edit CRM contacts on the go with Streak iOS app

Add and edit CRM contacts on the go with Streak iOS app

2
min read

No matter how you find new leads, you need to be able to add contacts to your CRM before the moment – and their details – escape you.

Whether that moment occurs at an event, on a phone call, or while chatting someone up at a coffee shop, you can now record important contact details in Streak using your mobile iOS device.

With Streak’s iOS app, you can use your iPhone or iPad to add new contacts to your CRM or update an existing contact on the go.

You’ve always been able to create boxes for leads and opportunities in your pipelines from your iPhone or iPad, and this update makes sure you’re able to record addresses, phone numbers, and more for each individual contact.

Add a new contact to Streak on your iPhone or iPad

  1. Find the box the new contact belongs in using the search tab or by scrolling through your pipeline.
  2. Tap the “Contacts” section in the box view.
  3. Click the “+” button in the top right corner.
  4. Add your contact’s details.
  5. Tap “Done”. 

Edit a contact in Streak on your iPhone or iPad

  1. Use the search tab in the bottom right corner to search for the contact you want to edit.
  2. Tap the contact result to go to the contact in Streak.
  3. Tap “Edit” in the top right. 
  4. Edit any necessary information.
  5. Tap “Done”.

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