Community

Follow

Community allows you to access all of a colleagues companies and is useful in a range of settings:

Managers/Team Leaders

Managers can see what companies their team are following. Add the companies from your team to your own Watchlists to keep track of, for example the team's top 10 accounts.

Managers can provide guidance and support with identifying sales triggers and other reasons to engage with a customer/prospect.

Managers may choose to have different filters on their Watchlists to capture high level insights.

Colleagues who collaborate on the same accounts

Colleagues that are working together on the same accounts can use the community tool to collaborate. Whilst they may all work on the same accounts, they may have different filters on their watchlists that are specific to the area of the account they work on.

Support Staff within Teams

Support staff can set up and companies in their profile and using Community can then be shared across a team. 


 

Be sure to get permission from your team member first if you wish to see their list of companies.

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