Overview: Collaboration

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.

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