Track Client Service Needs At A Glance

Streams can be quickly added in a Client Card and are easy to keep up-to-date

Ron Gorodetsky avatar
Written by Ron Gorodetsky
Updated over a week ago

The Streams section in a client card lets you:

  • Get a clear sense of which topics or services are important to this client, at a glance

  • Stay on the same page with your team by adding, removing, or creating new streams as your client's needs change

You can find the Streams section at the top of the client card, there you can select the + Add button to select from a list of existing streams:

You can also create a new Stream by typing the name into the search field and selecting the + Add button:

You can select the added Stream to open the options menu, where you can edit the name, colour or remove the client:

Streams are displayed as full-sized coloured rectangles at the top of the client card:

Streams also appear at the top of the client-tile as coloured circles and display their names on hover:

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