In addition to providing a central repository for all of your touchpoints with a point of contact, the Stream view provides a number of options that let you easily and quickly collaborate with other members of your team:
- Create a team to quickly collaborate with a group of teammates all at once.
- Create, assign, and work with tasks for yourself and your teammates to more efficiently manage next steps on a deal.
- Add your meeting notes as a comment in the Stream and generate a notification with the text of that comment for a teammate by @referencing them.
- Send an email straight from SalesforceIQ to complete your tasks quickly and efficiently.
- Log a meeting or phone call as well as the notes associated with the event.
- Preview and download email attachments.
Follow the links above to learn more about these options.