Action Stream

OnePageCRM is an action-focused CRM with the simple yet powerful Action Stream feature.

The Action Stream is your centralized workspace. You can run your entire business and CRM operations from this page. It is a color-coded and dynamic list of contacts, automatically sorted by priorities.

You can use the Action Stream to:

• track follow-ups,
• track your sales actions,
• email and call your CRM contacts,
• create and update deals,
• organize leads and contacts,
• keep your agenda in one place.

The Action Stream works hand in hand with the Next Action methodology, which 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 is the centralized workspace, a one-stop CRM feature.

It is the first thing you see when logging into your CRM.

The Action Stream holds your CRM contacts and tasks (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 as the due date nears.

On the day when the action is due, the CRM contact will stay on top of the Action Stream and turn red until the assigned task is completed.

In other words, in OnePageCRM, your CRM contacts flow in a continuous loop to make sure that no touchpoint is forgotten.

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:

In the Action Stream, click on the Next Action flag to open a Date Picker.

In the Date Picker pop-up window, select a date from the calendar, use one of the Quick Dates, or choose from the default options (ASAP, Waiting for, Today, etc.).

If you have several Next Actions due on the same day and want to prioritize one above the others, you can quickly select that contact and drag it 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.

This allows you to focus on your highest-potential or most urgent contacts first without leaving your Action Stream or changing the Next Action date or time.