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multi flag

Better visibility for “All” under Team Stream

A new multi flags will now display if multiple team members have an action(s) with a contact under the “All” filter on Team Stream. We will also display the Next Action text of the most recent action due so that all team members can see at a glance what’s important – simple.

multi flag

In addition, if team members have “Queued” Actions created for a contact, we will display the message “Actions exist for this contact” regardless of whether you have a queued action or multiple team members have queued actions.

Actions in Team Stream

To summarise, here’s the order of actions under the “All” filter on Team Stream in OnePageCRM:

  1. In prime position is of course your Next Action
  2. Followed by any Queued Actions
  3. Then any actions which are closed / have closing comments
  4. And finally, any Contacts with no Next Action

Any questions about our latest update, feel free to email carmelg@onepagecrm.com.

Not currently a OnePageCRM customer and interested in trialing this feature and more? Sign up for a free 21 day evaluation and see how our Next Action sales method can help you Get Sales Done!

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Carmel Granahan
Carmel Granahan
Coming from a background in various industries like Insurance & Healthcare – main focus always been on Customer Satisfaction - Zappos style of course. Other interests include; taking part in outdoor activites, running & exploring new places.

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