Introducing Contact Linking
Contacts and Organizations now offers new level of insight for your Pipelines! We’re excited to announce Contact-Contact and Contact-Organization Linking:
- You can manually link Contacts to other Contacts or Organizations
- Based on domain, Streak will autolink new Contacts to existing Organizations (or, new Organization to existing Contacts)
Linking a Contact to another Contact or Organization
Any Contact can be linked to an unlimited number of other Contacts or Organizations. There are two ways a link can be established within Streak:
- Automatic link based on domain of Contact and/or Organization
- Custom link from the Contact Card itself
A deep understanding of who a Contact or Organization is related to is easy to see right within the Contact. In the ‘Linked’ section of your Card, you’ll be able to see not only what Organization (or Contact) is directly linked, but also the Organization’s other links.
As an example, if you were to link Erik to the Streak Organization, from his Contact Card you could also see all other Contacts linked to Streak:
A few of the ways we’re already using Contact Linking to make Streak HQ Pipelines better:
Sales
If you discover a Contact of interest, it’s easy to browse the hierarchy of a related Organization or
Contact. When you’re working a deal, looking for all connections on your team is fast and easy.
Support
Streak and gmail vs custom domain. For example, when you add an Organization to a Support Box, you’ll have immediate insight into other outstanding Support needs or active Sales Boxes.
Hiring
Contacts can be linked directly together without using an Organization. If you’re trying to hire Becca, and part of your offer package is impressing her spouse George, that relationship is now easily reflected in Streak.
