🚧 Only users with Admin roles can manage status rules.
To generate account mappings with your partners, you will need to
set up your status rules.
Status rules determine what is considered a Customer / Prospect / Partner.
You will also be able to define your open opportunities and private accounts from your data source settings.
Will Data Source status rules apply to all account mappings?
Yes, these data source status rules are 'global' rules that will apply to all account mappings (and you can edit them at any time).
To change these 'global' rules for a specific partner, you can customize the partner-specific status rules in your Partner settings.
Step by step | Set up your status rules
Pre-requisite: Data source has been connected (Connect a data source now)
Here's a quick tutorial you can follow:
Fancy reading instead? No problem, here are all the steps below.
Step 1: Go to your Data Source settings
Click on the cog on the top right-hand corner of a Data Source tile.
Step 2: Set up your status rules for Customer, Prospect, Partner
(To refresh your knowledge about how these rules work on Reveal, you can visit this article).
This video shows an example of how most users tend to set up their status rules.
Note: Setting up your Partner status rules is an important step to be able to see suggested partners on the Reveal Directory and the Invite page.
Step 3: Add open opportunity information
You might want to add more contextual information to your account mappings by importing open sales opportunity information from your connected data source.
Go to the Open opportunities tab to configure these settings.
We can only show opportunity/deal level objects within the Open Deal column.
👉 This data is only shown to your team, unless you decide to share it with your partner.
Step 4: Set up your Private account rules
There may be accounts you'd like to keep hidden from ALL partners. For example all Partner accounts.
Go to Private accounts to configure this here.
Step 5: Add any custom fields
Reveal imports a set of fields by default. These include:
Account status (defined by the status rules)
Open deal (defined by the open opportunities tab, in step 3)
# of contacts
# of employees
However, if there are some specific fields at the Account-level or Opportunity-level that would be useful in your account mappings (such as "Churn score"), you can define them in the Custom fields tab so they can be imported to your Reveal workspace.
How will custom fields will be displayed in an account mapping?
Account/company level objects will be displayed as a new column.
Deal/opportunity level objects will be displayed as one of the 4 open deal fields.
Step 6: Check your data in an account mapping
Navigate to your Partners page in the left menu, and open an account mapping with a partner to see if everything is in working order.
👉 Tip: Click on the various filters to check the data thoroughly
Next: Import Custom Fields
If you spot any issues with the data don't hesitate to reach out on the live chat on the bottom right of this page, or alternatively: