Add Accounts to your Pipeline
Mauricio Baltazar avatar
Written by Mauricio Baltazar
Updated over a week ago

You can add accounts from either a Partner Account Mapping, or from 360 Mapping.

Just select the accounts using the checkbox then click the "Add to pipeline" button :

Apart from the two methods: -

  • Bookmarking the accounts from the Account Mappings

  • and Directly adding them from the + add to pipeline button

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 your Pipeline.

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