The Activity Stream page consists of several navigation blocks:
1 - Main CRM Sections - top tabs can be found on each CRM page & allow to easily navigate between leads, contacts, companies, deals, quotes, invoices, activities, etc. The red counters advise how many CRM items deserve your attention at the moment. Additional CRM options such as reports, sales funnel, history, products and settings can be found under More:
2 - Activity tabs: quick and handy way to create new task, message, meeting, call or an email. Please note that email templates cannot be accessed from the CRM Activity Stream section, they are available when you send emails from leads, contacts, companies or deals section. The email details will be shown in CRM Activity Stream immediately - user who have access to the CRM record the email has been sent to - will be able to like or comment on the update:
Click on the activity name mentioned in the post to open it, e.g. meeting:
As for tasks, please note that when you set tasks not connected to any CRM record, these tasks won't be shown in the CRM Activity Stream, they can be found in your main Tasks section in Bitrix24.
You can also open email slider from the CRM Activity Stream & reply, forward or delete it if necessary.
3 & 4 - Filters: allows to filter CRM messages & activities by several parameters:
- All or My (3);
- Messages or Activities (4);
- Search (4).
By default, the CRM Activity Stream filter is shown as My, which means that you will see the following:
- activities or messages you have created;
- those being addressed to you;
- those where you are set as responsible;
5 - Current Activities: block shows upcoming activities and is positioned on the right next to the stream.
Add New Activity Stream Post
Same as for main Activity Stream posts you can send messages to the CRM Activity Stream and connect it to the particular CRM record.
When the message is posted, the recipients are marked with different colors: grey for CRM record the message is attached to; light blue for your Bitrix24 users, pink for workgroups & orange for email recipients.