Social

Convert Leads. Accelerate Opportunities.

Activity Stream

Activity Stream represents a feed that allows checking all the updates and changes made to the followed records as well as sharing comments and discussing different issues connected to those records with the teammates in posts. The feature is available by default for Accounts, Contacts, Leads, Opportunities and Cases. Users can also utilize text-formatting tools to make their posts eye-catching. It’s also possible to mention othern users while posting a comment so that a tagged person could get a notification about a post.

Follow Button

Follow Button allows users to keep up with the updates and stay informed about all the related actions performed with particular records. Users can follow any Account, Contact, Lead, Opportunity or Case records if they have access to those records permitted by Roles. The records that one creates or those that got assigned to one are followed automatically.

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