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:

focus mode in crm


💡 The green dot on the Focus icon indicates that it 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.

Action Stream | Focus Mode | Show X upcoming contacts


Hide contacts with an overdue Next Action lets you remove any overdue distractions.

Action Stream | Focus Mode | Hide contacts with an overdue Next Action


💡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.

Action Stream | Focus Mode | Apply a saved filter


💡 This setting will be automatically disabled after midnight

💡 When ‘Apply a saved filter’ is enabled, the other options are automatically disabled and cannot be enabled manually.

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