Important changes are easy to miss when you have dozens of records that require your attention. This tutorial explains how to use Stream to track important updates and collaborate with your team.
Interactive demo — click through at your own pace.
In this video guide, you’ll find out how to:
discuss issues with other team members in posts connected to a record
post comments and share files on a record’s stream
use markdown to format your posts
mention teammates so they get notified right away
Next step
Try it in EspoCRM
Open a working demo and follow the same steps in a real system.