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Following records in EspoCRM

Those who work with sales know how important it is to monitor or stay informed about the real-time activities related to accounts, contacts, leads etc, as it can boost both sales efficiency and user’s productivity. Today, we will show you how to do it unveiling all the secrets of the Follow tool.

Probably, the easiest way to start following a certain record is to click Follow button in the top right corner of the needed record entry. What happens next? Then, you will be able to see all the record related actions in the Activity Stream on the homepage, at the same time being notified about the other users’ changes to the record audited fields through notifications.

Follow Button

(Note: to make field audited, follow Administration > Entity Manager > Fields > choose the needed field and tick off Audited)

Notification About Following

In case you want to follow only few records, the above-mentioned method is the most convenient, but what if you want to track the information about dozens or even hundreds of different records which may be created every day? In such a situation, the best thing is to configure Auto-follow tool (top right corner Menu > Preferences). All in all, there you can enable three auto-follow types:

Global Auto-Follow

What if you’d like to see the information only about all the new Leads no matter by whom they were created. In such a case Global Auto-Follow will be exactly the thing you need, you only have to choose the entity type from the list, save the changes and you will both receive notifications about all records belonging to the specific entity and track all the changes related to them in the Stream.

Global Auto Follow

Auto-follow after posting in Stream

Let’s imagine that you’re a sales manager and you’ve noticed that someone from your sales department still hasn’t completed the task related to a certain contact, then you are able to leave a message for him in the Stream of this contact to remind him about it, and in order to see whether the task was completed and all the further changes you may configure this auto-follow option. Just tick off Auto-follow after posting in Stream and you’ll always be informed about the record if you have posted something into its Activity Stream.

Stream Auto Follow

Auto-follow created records

A wonderful option for those who want to monitor all the records that were created by themselves even if they are assigned to the other users. One can also configure whether to follow all such records or only the records belonging to a specific entity type.

Follow Created Records

Hope the information was useful for you! Thanks for paying attention!