Track, prioritize, and manage activities and CRM tasks with Action Stream

If you want to grow your business, simply storing contacts in your CRM is not enough.

You need to track interactions with them, prioritize activities, and manage different CRM tasks at once.

That’s where Action Stream comes into play.

What is Action Stream?

They are also color-coded:

• Contacts with a red flag are at the top of the priority list (marked as ASAP or Overdue).
• Contacts with an orange flag are scheduled for today.
• Contacts with a grey flag are at the bottom of the priority list (scheduled for future dates).

Action Stream is a simple tool for prioritizing, managing, and tracking contacts and tasks in your CRM.

Here’s what you can do with it.

Add multiple CRM tasks to one contact

Growing a business would have been simple if each contact in your CRM only had one thing that you needed to do to bring it closer to sale.

However, often that’s not the case.

While each contact in OnePageCRM can have multiple tasks and follow-up reminders scheduled for several months in advance, the Action Stream displays your immediate priorities.

Somewhere halfway through the deal, a prospect can call in requesting a brochure…again. Or, perhaps, it happens to be your client’s birthday.

And while arranging that scheduled demo for them is certainly a priority, sending them a quick card or mentioning it on the call might be a thoughtful touch that goes a long way.

You can schedule all of these CRM activities right on the Contacts Page, and the Action Stream will display only the priority tasks, marked with ASAP, Today, or Overdue.

Display all priorities for today

Not all tasks are created equal.

The Eisenhower Matrix neatly breaks down the tasks into Urgent and Important, Important and Less Urgent, Urgent and Less Important, and Less Important and Less Urgent.

While your main Next Action probably is (or should be) the one that ticks the Urgent and Important box, it doesn’t mean that there can’t be other tasks associated with the CRM contact that might require your attention today.

For example, your scheduled Next Action is to send a prospect an updated proposal. While you were halfway through drafting it, the prospect rang, and your teammate picked up the phone. Apparently, they also urgently need a copy of your references. So your colleague quickly added another action for today and assigned it to you.

Since both of these tasks are urgent, you can see them both in your Action Stream. 

Focus on the tasks at hand

At OnePageCRM, we’re strong advocates of minimizing the noise and zooming in on what matters. In fact, our Focus Mode allows you to do just that.

The moment you hit Focus, you will be able to get a full overview of your action plan, with only the contacts with Overdue, ASAP, and Today actions displayed in your Stream.

We remove the distractions, so you can focus and carpe that diem.

Automatically sort your tasks

The overdue tasks you long forgot about float to the top of your list and color your Action Stream with red flags.

The great news is you don’t need to track them manually. OnePageCRM will automatically sort them and bring them to your attention.

If you don’t want to tackle each overdue task individually, you can bulk update these Next Actions and/or due dates.

This way, you can allocate some time later on to handle all these leads.

Handle a change in priorities

The Action Stream is a tool not only for tracking your CRM tasks and sales activities but also for managing them.

Sometimes priorities change, and it’s important to quickly reschedule tasks to other dates.

Even some overdue actions might be just not that high on your priority list anymore.

You can easily reschedule tasks right in the Action Stream by clicking on any flag and picking a new date.

Say, you wanted to send a reminder to Tess about one document as soon as possible.

But just now, you’ve received an email from a VIP customer who asks for an urgent meeting. So the reminder to Tess is no longer at the top of your priority list, and you can reschedule it to later today.