You can receive a weekly digest email every Friday on partnerships that you've favorited on Reveal, containing the latest updates on:
Open opportunities
Prospects without open opportunities
New joint customers
⚠️ To receive these updates about partners, make sure you favorite them with the ♥️ on your Partners page.
If you are a Sales user, you will also receive 1 weekly Friday update on your specific portfolio of accounts.
Follow only the partnerships that matter to you
You may have a limited scope and little interest in some partnerships. Conversely, you want to be updated whenever something happens on a limited number of partnerships.
You will get only notifications from partnerships you follow, including notifications when their data becomes available or when they accepted your partnership invitation.
Ensure teammates follow partnerships in their scope
🚧 Only users with Admin roles can assign partnerships to teammates.
If you're an Admin and you want some of your peers to be notified whenever something happens with specific partnerships, then you can make them follow/unfollow these partnerships. They will get email notifications related to these partnerships.
⚠️ They will still be able to unfollow at any time afterward.
Updates based on User Permissions
Sales users receive a weekly update exclusively on accounts they own (regardless of which partners have been favorited)
Sales managers receive a weekly update on all accounts (regardless of which partners have been favorited)
Partnership managers receive a weekly update on all accounts for partners they have favorited.
Admins receive a weekly update on all accounts for partners they have favorited.