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.
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:
- In prime position is of course your Next Action
- Followed by any Queued Actions
- Then any actions which are closed / have closing comments
- And finally, any Contacts with no Next Action
Any questions about our latest update, feel free to email email@example.com.
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