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Add Accounts to Collaborate
Mauricio Baltazar avatar
Written by Mauricio Baltazar
Updated over 9 months ago

You can add accounts from either a Partner Account Mapping, from 360 Mapping or create a Discussion directly on Collaborate.

You can bulk select multiple accounts using the checkbox then click the "Create Discussion" button on Action:

Or add each account individually by clicking the action button to the right of the account:

Or create a discussion directly in Collaborate:

Accounts where your team requests an Intro via the Reveal CRM widget will also appear here with the category - (Intro request)

Note: When you add accounts from 360 Mapping, you will need to assign a partner in Collaborate.

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