Stop working in a vacuum. Pipeliner CRM’s Feeds feature brings all your sales activity together in a dynamic, easy-to-read stream so you and your team are always on the same page.
The Power of a Unified View
- Activity Stream: See a live feed of all interactions—emails, tasks, appointments, and team messages—connected to any record. Benefit: Gain instant context and a complete history without having to navigate away.
- Customizable Filters: Use color-coded filters to see what’s most important to you quickly. Filter by activity type, team member, or date range, and save your preferences as a preset. Benefit: Instantly find the information you need and eliminate irrelevant noise.
- Team Collaboration: Post messages, share documents, and tag colleagues directly within a record’s feed. Benefit: Keep the entire team in the loop and centralize all communication where it belongs—with the record itself.
Key Advantages You’ll Love
- Effortless Integration: Feeds seamlessly pulls in emails from your integrated email clientClient A client is an entity who pays another entity for products purchased or services rendered. Also called a customer., so you never have to manually log a key conversation.
- Quick Insights: Hover over any related record in the feed to get a quick view of key details, or click to open the full record.
- Visual Clarity: Color-coded items and distinct icons make it easy to differentiate between notes, emails, and other activities at a glance.
Pipeliner Feeds is more than a notification system; it’s the central hub for team collaboration and sales intelligence.
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Frequently Asked Questions (FAQs)
Pipeliner CRM Feeds is a dynamic, easy-to-read Activity Stream that centralizes all your sales activity and communication. It brings together a live feed of interactions—including emails, tasks, appointments, and team messages—connected to any specific record (like an AccountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company., Opportunity, or LeadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity.). It serves as a central hub for team collaboration and sales intelligence.
Feeds provides an “instant context and a complete history” for any record. You can see all interactions related to that record, such as emails, meeting notes, or team messages, in a single stream. This unified view means you don’t have to navigate to different sections to piece together the record’s history.
Yes. Feeds offers Customizable Filters that are color-coded. You can filter the activity stream by type (e.g., emails, notes, tasks), by team member, or by date range. You can also save your preferred filter settings as a preset to quickly eliminate irrelevant noise and find the information you need.
Pipeliner CRM Feeds features Effortless Integration with your integrated email client. It seamlessly pulls in emails, meaning you “never have to manually log a key conversation,” ensuring your feed is always complete and up-to-date.
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