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.
Next: Navigating Collaborate
Still have questions about the pipeline?