Monitoring communication

Add an event

25 views November 23, 2016 December 5, 2016 InStream 0

In InStream you can add events – phone calls or meetings to your timeline. Adding events helps your teammates to keep up to date with the relation status and helps you monitor your business relation with the particular contact.

Step 1: Open The Stream View

Click on the right relations list, and choose the relation to which you want to add an event.

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The Stream View

Step 2: Click on the “Event” button

Click on the “Event” button. Next, select the event type and add a short description. Then click on the “Add event” button. The event will appear on your timeline.

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Add an event

Notice: If you will add an event: phone call it will have the phone icon on your timeline. Additionally, if you will add a meeting it will have the people icon on your timeline.

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Different events

Learn more about adding comments and follow-ups on your timeline. 

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