The Action Stream

It's hard to ignore what's right in front of your eyes so we created the Action Stream to help you keep track of your actions so you can hit your targets. Your Action Stream is where all your Next Actions are dynamically displayed and ready for you to complete. This way you will never lose sight of your targets!

The Action Stream works hand in hand with the Next Action sales methodology that has been exclusively developed by OnePageCRM and is inspired by the GTD principles (Getting Things Done by David Allen). Learn here about the different types of sales actions and how to use each of them. 

The Action Stream "a.k.a" your to-do list, is the first thing you'll see when logging into the CRM. It holds your contacts and Next Actions assigned to you by urgency as follows:

• ASAP (red flag)
• Overdue Actions (red flag)
• Today's Actions (orange flag)
• Future Actions (grey flag)
• Waiting for Actions (blue flag)

Once you complete a Next Action and set a new one in the future this contact slides down the list and will gradually come up on nearing the due date. On the day when the action is due, it will stay on top and turn red until completed. Your contacts will flow in a continuous loop with a bullet-proof follow-up system until a sale is achieved.

Note: You can view your Teams Actions, by selecting their User name from the Team Stream dropdown in the left-hand-side menu.

The Action Stream also gives you a quick overview of your contact. It displays:

The Action Stream works hand in hand with the Next Action sales methodology that has been exclusively developed for OnePageCRM and is inspired by a GTD technique (Getting Things Done by David Allen). Same way GTD increases productivity and improves time management, when the Next Action is applied to sales it's a powerful tool to make you focus exclusively on sales. Using Next Actions encourages upfront decision-making. Applying Next Actions to your leads and customers ensures that you will never miss any opportunity to sell.

Navigate to the Action Stream → click on the Next Action date flag.

In the Date Picker pop-up window, select a date from the calendar, use one of the Quick Dates, or choose from the options below:

• ASAP
• Waiting for
• Today
• Tomorrow
• Next Week
• Last selected

If you have several Next Actions due on the same day and want to prioritize one above the others; you can quickly select this action and drag it to the top of your list.

E.g. a contact who needs to be prioritized can be quickly moved to the top of your Action Stream. On the contrary, a contact who is at the top of your Action Stream but not available to speak at the moment; can be quickly moved down the list without updating their Next Action text.

This allows you to focus on your highest-potential or most urgent contacts first.

The Focus mode allows you to customize your Action Stream so you can stay focused on the tasks at hand for any given day.

To enable and customize click on the Focus Mode icon at the top right-hand side of your Action Stream Page. This will open the dropdown menu.

Select from the following options and click on Apply:

• Hide contacts with a Closed sales cycle - Turned on by default

Easily hide contacts with a closed sales cycle in order to focus on open opportunities.

• Hide contacts without a Next Action (Recommended On)

Easily hide contacts that do not have any actions associated with them. Your Action Stream will only display contacts with actions when Focus Mode is enabled.

• Show X-dropdown upcoming contacts (after today's)

You have the option to display only a certain number of upcoming contacts or specify the number of days for upcoming contacts.

Show X upcoming contacts (after today's):

• Hide contacts with an overdue Next Action

Hide those contacts with actions that are overdue so you can focus on the actions that are due today or in the immediate future.

• Apply a saved filter (dropdown)

If you have Saved Filters set up, you can easily customize your Focus Mode to display only contacts that match this filter. 

OnePageCRM has two different views for viewing your Action Stream and Contacts. You can choose to "Toggle Split Pane" if you'd like to keep your Action Stream insight whilst quickly working your way through qualifying your leads. The choice is yours.

To change your view of the Action Stream and/or Contacts page, toggle Split Pane at the top of your page to the right of the Search box.

Your Action Stream/Contacts page will move to the left side of the page and the contact will open on the right side of the page. 

We know that you have a lot of Next Actions throughout the week, and you may need more than a linear sequence of Next Actions to help you "feel the workload" per day, so the Calendar will allow you to look at your Next Actions in a calendar grid view. This way, you can easily see which Next Actions are landing on a weekend or which are landing all on the same day. You can then drag and drop Next Actions cards to spread the workload more evenly or move Next Actions to working days. 

Note: If you have a lot of Next Actions due in one day, you can click on the blue action link on top of the date box to view all Next Actions and move the Next Actions in the pop-up by dragging and dropping them around the Calendar.

The Action Stream Calendar can be configured based on your preferences.

Change the Action Stream Calendar view by selecting the gear icon. You can select:

• The number of weeks displayed on the grid view. Select an option under View:
  • 2 weeks
  • 3 weeks
  • 4 weeks

• Change the size of the Next Action cards. Select an option under Density:
  • Comfortable - Will show you the name of the contact and the Next Action text.
  • Compact - Will show you the name of the contact only.