Relationship intel of a single opportunity or account

2 min read - updated few hours ago

All involved parties captured and saved

Relationship Intelligence on the People chart.

This is an interactive relationship chart. Here, you can see who of your colleagues has been in touch with representatives of the opportunity.

On this chart you can see role of the people involved, total recorded communication by type (calls, emails, meetings), and recorded communication between two particular individuals by hovering over the patch between them.

Contacts who appear on the customers' side of the chart (the right side), have additional elements which help you to identify:

- if a contact is in Salesforce. If not, then use the button to create a contact seamlessly in Salesforce and associate with the opportunity.

- contact card which has data parsed from email from the contact and information stored in Salesforce, or supplementary data found via a search engine: Bing.

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