Streams

Changing view to List view

Last Updated: May 18, 2018 at 12:28 pm

You can view your leads in the particular stream in grid format or list table format. Grid format List table format

Deleting a stream

Last Updated: May 18, 2018 at 12:24 pm

You can delete stream by clicking on user profile name and select System Settings option. You can delete the stream by clicking on the Delete button in front of the particular stream.

You can easily rename stream by clicking on user profile name and select System Settings option. Click on Streams tab, then click on Edit button in front of all particular streams. You can click on the name of the particular stream that you want to rename. Type the name that you want to change

Creating a new stream

Last Updated: May 18, 2018 at 12:14 pm

Many businesses has their different aspects of work so you can create multiple streams with different milestones. To create a new stream, click on user profile name and select System Settings option. Then click on the Streams tab and click on +Add New button. Enter the name of the new stream in the pop-up box

View leads of particular user

Last Updated: May 18, 2018 at 12:10 pm

You can easily have a look on the leads of a particular user by clicking on button in right side. Click on the particular user and you can see all leads that is assigned to him.

Setting up your stream

Last Updated: May 18, 2018 at 11:51 am

The streams are designed to club different milestones according to your sales process. It is highly customizable so that you can customized according to your need. You can perform any of the below functions to customize the milestones. Edit a milestone name. Add milestone to left or right. Delete an existing milestones. Edit a milestone