Activity Stream

Hello,

I recently started to use Activity Stream - looks quite good. However, I noticed that it does not capture changes from custom fields I created.

Does anyone know how can I add these fields so that they show up in Activity Stream?

Thanks!

Ada

Parents
  • Hello Ada,

    I am curious if users have managed to recognize smth alike an important customer profile change, game-changing customer behavior, or some other important event - from an automatically generated stream of physical data changes?

    I'd appreciate it if you share your experience since I'm confused about benefitting the stream like below, and prefer to benefit from the key events I want the system to collect for me on the Timeline

    Thank you


      

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

  • I want to see only key changes (expected close date, ARR etc) so that I can report on it and understand deals lifecycle.

  • I wonder if some user changes the expected close date of other reps opp to the 2 quartal forth or e.g. removes the product from the opp, or substitutes the product item, or changes the number of the items in the opp product from 50 to 100 - how could the stream can help to get a full picture of the lifecycle per deal lets to say at the end of the week?

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

Reply
  • I wonder if some user changes the expected close date of other reps opp to the 2 quartal forth or e.g. removes the product from the opp, or substitutes the product item, or changes the number of the items in the opp product from 50 to 100 - how could the stream can help to get a full picture of the lifecycle per deal lets to say at the end of the week?

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

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