New video lessons: filter and segment your pipelines with saved views
Saved views let you filter and segment a pipeline full of boxes to see which opportunities need your attention the most.
Overview:
Hello, Android users! We’re excited to share that the Android app got a major update with a highly requested feature: saved views.
You can now access saved views on your mobile device, aligning your mobile experience more closely with what you’re used to on the desktop version of Streak.
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What are saved views?
Saved views are customized segments of leads and opportunities in your pipelines. They help you work more efficiently in your pipelines by quickly honing in on deals that need your attention.
Instead of scrolling through your pipeline to find leads that need follow up, you’ll be able to open a saved view to find all boxes that match criteria you’ve set.
Some ways you can work with saved views include:
- Following up with leads that haven’t had any contact in 14 days
- Reach out to contacts in a certain location before an event there
- Review all leads with meetings scheduled for today
- Check on deals projected to close this week
Where to find saved views in the Android app
Saved views must be created in the desktop version of Streak. Once you’ve created saved views, you can access them in your mobile app in the following locations:
- Pipeline view - From the app home screen, tap Pipelines > open a pipeline > find saved views across the top of your pipeline
- Today tab - From the app home screen, tap Today > open a starred saved view or tap See All
Consistent experience across mobile and desktop
This update significantly enhances feature parity across devices, bringing our Android app closer in functionality to both the desktop and iOS versions of Streak.
You’ll also find a few features specifically designed for taking your work on the go in the mobile app. For example, you’ll be able to quickly access your most important starred saved views in the “Today” view, along with tasks that are due.
We’re excited for you to try Saved Views on the Android app and look forward to hearing how it helps streamline your workflows. Your insights are invaluable to us, so please share your experiences and suggestions with our team!
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