What is Collaborate?

Collaborate is a tool to organize your day to day, provide visibility internally and collaborate with partners.

Delphine Le Person avatar
Written by Delphine Le Person
Updated over a week ago

Reveal's Collaborate feature is how you can manage accounts that you are collaborating on with partners.

Instead of using shared spreadsheets to track deals where partners are involved, Collaborate makes this easier by creating Discussions linking to your Account Mapping and your CRM.

Watch this quick video 2 min tour to see how it works:

Note: Your list of Discussions is only visible to you
To enable sharing with a partner, click the [Share] button when you're on a partner-specific Discussion view (as shown in the video).

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