This article will cover the following topics:
- Viewing Feeds
- Feeds Menu
- Opportunities, Accounts, Leads, or Contact Compact Views
- Filter Button
- Seeing Emails in Feeds
- Using Messages
Feeds provide a way to view all of the different interactions that are related to your Contact, Lead, Opportunity or Account records and other records related directly to them. Use Feeds to see emails, activities, messages posted directly to the Feed by someone on your sales team and much more.
Feeds can be viewed from the:
- The main Feeds Menu
- In the Compact View of any record
- The Feeds Sub-Menu from within an open record
You can choose to see Feeds in the expanded Card View or the "List View" which enables you to see more items on-screen at the same time ⤵
Select the main "Feeds" menu to see everything going on in Pipeliner as a whole ⤵
Opportunities, Accounts, Leads, or Contact Compact Views
Make sure you’re in the "Compact View" (click on the "View" drop-down and select the "Compact View") ⤵
Then select the record that you’re interested in on the left and the Feed for that specific record will be on the right ⤵
Feeds Menu from within an open record
Select any record. In this example, we will select a "Lead". However, you could select an Account, Contact or Opportunity. From the Detail page select the "Feeds" menu ⤵
Viewing items in the Feed
What is viewed in the Feed is an individual’s choice and cannot be changed universally for every Pipeliner user? However, some details will automatically appear in the Feed, e.g. if an individual has set up email integration, then those emails will appear in the Feed.
The type of item or activity posted in the Feed is colour coded for ease of reference, e.g. Tasks and Appointments are orange, Opportunity and Lead updates purple and Notes yellow. The Feed item includes links to related records. Click on the link to open up the detail page of the linked record or hover to see the “Quick View” ⤵
Please read this article on Understanding Pipelines, Leads, Opportunities and Activities ⤵
Use the “Filter” button in the Feed-in the Compact View of any record, or if you have the record open, to turn on or off what you would like to see in the Feed. Once selected, these will stay this way within this type of entity until the next time they are modified ⤵
- Period — select from one of the preset date ranges in the dropdown or scroll to the bottom of the list and choose Custom to specify a date range. Only Feed items created within that date range will be displayed.
- Owner — if you select a user whose Feed items you want to see, only items owned by that specific user will show in the Feed.
- Show items on my entities — this option will limit the Feed display to only show those items related to records that you are the Owner of.
NOTE: If you're in the main Feeds menu, simply click on the Gears icon to open up the Power Panel to see the same options
Select All — ticks all the options below.
Activities — All Activities, or specific Activities that you select from the list, will display in the Feed ⤵
Accounts — select this option to see Feed items linked directly to the Account including adding additional accounts to the Org Chart ⤵
Contacts — displays Feed items to inform you whenever new Contacts are associated with the record ⤵
Leads and Opportunities — see Feeds about Leads or Opportunities that this record is related to ⤵
Messages — users click on the Create New Message button to add messages to the Feed. These are then displayed by selecting this option. Note that other members of your team can add their comments to messages ⤵
Documents — see when files have been attached to the record ⤵
Notes — view and read any Notes associated with the record ⤵
Emails — view all Emails linked to this record (copies of emails can be created manually by using the Outlook or Google plugins and linked to any record or automatically associated with Contacts or Accounts by using the Exchange or Gmail integration).
Additional Entities Settings
Show related feeds — This option allows you “360-degree” visibility of everything linked to the record that you’re working on! So, if you’re on an Account record ("Acme Belgium", in our example), enabling "Show Related Feeds" will show you everything that is related to that company — e.g. Emails or Notes linked to that Account’s Contacts or updates about Leads and Opportunities that the Account is related to.
In the example screenshot below, the top Note is linked to a Contact "Evan", but as Evan is related to Acme Belgium, we’re able to see it here in the "Acme Belgium" Account Feed ⤵
NOTE: Your filter options still apply so, if you just want to see one item type, but want to see it across all related entities, tick your option and then "Show related feeds". The example has just Documents selected in Entities Settings and has Show related messages ticked ⤵
Now you can see all Feed items related to Documents across linked Accounts and Contacts as well as on the record that you have selected ⤵
Show only Messages/Emails with documents — Restricts the view of Feed items only to those with attachments.
Seeing Emails in Feeds
If you have automatic integration with your email program, those emails that were sent or received to or from anyone whose email address is already in Pipeliner prior to sending or receiving that email will be visible in the Feed and they will be linked to the Contact record (or Account record) where the email address is saved.
If you are using the Microsoft Outlook Addin you can individually copy specific emails into Pipeliner and choose which record to link the email to. This can include a Lead or Opportunity as well as Contact or Account.
Whenever you see the Feed, you can post a message directly. Here is an example of adding a Message to the Feed when in the Opportunity Form, then sharing that with the team.
Click on the "Create New Message" button ⤵
Complete the fields. In the Watchers field select the individuals or groups of team members that you would like to see, or be notified about, this Message. You can link the Message to multiple records and add Files (including images) in the Documents section. Select “Click here to upload”.
Click on "Post" ⤵
Once you’ve posted a message, your colleagues can add their comments to it.
Custom Feed Streams in the main Feeds menu
Select from the preset Streams in the left-hand panel to view only those items in the Feeds ⤵
All — Everything!
Mass Emails — Mass Emails that have been sent directly from Pipeliner.
Unlinked — View Feed items that are not linked/related to a record in Pipeliner.
Favorites — View everything associated with an Opportunity, Lead, Account or Contact that you have marked as one of your favourites.
Hot Opportunities — View items linked to Opportunities that have been labelled as Hot ⤵
Best Ranked Opportunities — View Opportunities that have been ranked as 80% or higher.
Customers — View items linked to Accounts and Contacts related to Won Opportunities.
All options are also available in the main Feeds menu so you can select only the items you’re interested in viewing.