Focus Mode
The Focus mode allows you to customize your Action Stream so you can stay focused on the tasks at hand for any given day
In this article:
| Enable Focus Mode |
| Configure Focus Mode |
Enable Focus Mode
To enable the Focus Mode, click on the Focus icon at the top right-hand side of your Action Stream Page.
This will open the dropdown menu:
Notes:
- The green dot on the Focus Mode icon indicates that the Focus Mode is enabled.
- The Focus Mode will only customize your own Action Stream.
- The Focus Mode is a direct replacement of the upcoming Action Stream list.
Configure Focus Mode
Jump up to Article's Overview ⮝Here's a short overview of what each Setting does in the Focus Mode.
Hide contacts with a Closed sales cycle (turned on by default) lets you focus on open opportunities.
Hide contacts without a Next Action (Recommended On) displays only the contacts with Next Actions.
Show X-dropdown upcoming contacts (after today's) displays contacts that have future Next Actions (after today's date). You can choose between 5-20 contacts that have Actions scheduled within 1-7 days after today.
Hide contacts with an overdue Next Action lets you remove any overdue distractions.
Note: This setting will be automatically disabled after midnight and is indicated by a red half-moon (we dubbed it the Cinderella feature).
Apply a saved filter (dropdown) shows only contacts that match the selected Saved Filter.
Notes:
- This setting will be automatically disabled after midnight.
- When the "Apply a saved filter" is enabled, the other options are disabled automatically and cannot be enabled additionally.