Focus mode automatically moves items to the top of a Kanban column. Certain actions in CRM trigger focus mode so you can quickly notice important updates and respond on time.
- Deals
- Leads
- SPAs
- Invoices
- Activities view
- Kanban view
- List view
Focus mode turns on automatically 15 minutes before an activity deadline and at the time of an event. The counter is highlighted, the item moves to the top, and you can immediately see that the activity needs attention. You can also change when focus mode starts.
Personalize activity reminders in CRM
What triggers focus mode
Comments from other employees. If an employee who is not responsible for the deal leaves a comment, the item moves to the top of the column.
Previously, you could only notice new comments after opening the deal. Now CRM highlights the item automatically so you can review the update right away.
Incoming customer activity. Focus mode also starts when CRM receives:
- An email
- A chat message
- An inbound call
- A missed call
For example, a deal may stay inactive for a month after a customer asks to postpone communication. During that time, the deal moves lower in the Kanban column. If the customer sends a new message, the deal automatically moves back to the top and the customer form gets the Unread status.
In brief
- Focus mode automatically moves items to the top of a Kanban column.
- Focus mode works in Deals, Leads, SPAs, Invoices, Activities view, Kanban view, and List view.
- Focus mode starts automatically 15 minutes before an activity deadline and at the time of an event. You can change the timing for focus mode notifications.
- Focus mode also starts when:
- An employee who is not responsible for the deal leaves a comment.
- CRM receives an email, chat message, inbound call, or missed call.