Knowledge base
Forum
English
O Instream
About InStream
How InStream is different from other CRMs?
Integration with Google Calendar
Introduction to Grid
Description of relations’ lists
Introduction to monitoring communication
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First Steps
Introduction to first steps
Create new account
Integrate with mailbox
Monitor your communication
Invite new user
View All 9
Billing
Introduction to billing
Calculating method
The Free Plan
The Basic Plan
The Business Plan
View All 12
Account
Introduction to account and settings
Integrate InStream with several mailboxes
Delete account
Admin and user priviliges
Organization
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Teamwork
Invite new user
Share the relations from default
Share the relations list
Share particular relation with other users
Share an email with other users
View All 7
Contacts
Introduction to contacts
People
Companies
Add new contact
Import contacts
View All 12
Communication
Introduction to communication
Description of relations’ lists
Add new list
Add new business relation
Add new personal relation
View All 9
Data storage
Introduction to Grid
Add new business relation
Add new personal relation
Fields types
Add new field on relations list
View All 11
Pipieview
Introduction to the Pipe View
Change the status in the Pipeview
Hot and Cold lead – convert / archive
Change the currency
View All 4
Reports view
Introduction to reports
Activity
Reports
Reports’ settings
View All 4
Monitoring communication
Introduction to monitoring communication
Timeline
Add a follow up
Add a comment
Add an event
View All 7
Data safety
Use of Cookies files
Terms of service
View All 2
Settings
Introduction to account and settings
Change your Plan
Import contacts
Change password
Add email signature
View All 10
Mailbox
Integrate with mailbox
Integrate InStream with several mailboxes
Add email signature
Send an email
View All 4
Calendar
Integration with Google Calendar
Add a follow up
Share your calendar
View All 3
Social Media
Integration with social media
Social selling
Facebook integration
LinkedIn integration
Twitter integration
View All 5
