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The activity section is meant as a way to keep track on the interaction points with the Account and be able to quickly reference past conversations, tasks, To-dos, etc.
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Mentions:
Similar to a Jira issue, you can @mention a user in a note, which will give add notifications (see notification section)
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When doing so, the tagged user will receive a notification in the app (there is a bell icon in the upper-left) which can be used to see new notifications.
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Recent Contacts
Recent Contacts shows all the Contacts that have been linked to the account. Links can be done from the Contact Section or in the Deals Section
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Make edits to the fields (e.g: name, email, phone number)
Navigate to the Contact of choice by clicking on the “i” to the right of the name.
Signal Strength V1
Signal strength is a way to quickly understand whether a deal is going well or not by gauging the strength of the connection between you and the contact or the company, using a formula.
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Simplified formula explanation: The formula uses a scoring system to evaluate the connection strength.
The scoring system will use a set of three criteria to determine the strength of the connection, from “Very Weak” to “Very Strong”.
Account
It attributes a score based on Recency on activities (when was the last meeting, last comment, last user activity) on the Account/Contact.
Linking additional items together
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Create/Hide Columns
Move Columns Around
Edit fields
Delete Accounts
Create new Accounts
Going to the detailed view of an Account
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In addition, these are additional fields that are pertinent to score the strength of the account’s connectio.
These are as follow:
First Email: when was the first email tracked
Last Email: when was the last email tracked
First Comment: when was the first comment posted
Last Comment: when was the last comment posted
First Meeting: when was the first meeting tracked
Last Meeting: when was the last meeting recorded
First call: when was the first call tracked
Last call: when was the last call recorded
First activity: when was the first activity recorded (email, comment, meeting, call, notes, all count as activities)
Last activity: when was the first activity recorded (email, comment, meeting, call, notes, all count as activities)
Connection Strength: How strong is your link to the object (Very Weak → Very Strong)
Total activities: how many activities were done (email, comment, meeting, call, notes, all count as activities)
Do note that you do not need to have your integrations online (E.g: Google, Outlook) in order to have the activities to count for the signal strength.
Board view
The Board view makes it easier to cluster: Accounts are grouped by Group.
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