Navigating Collaborate
Mauricio Baltazar avatar
Written by Mauricio Baltazar
Updated over a week ago

Collaborate view set on [All partners] will show you all accounts and all opportunities, for all your Reveal partners.

  • Discussion: Company Name

  • Partner: Partner allocated to the account

  • Status: Customer / Prospect

  • Owner: The account owner in your company

  • Category: Where it was added from

  • Type: Sourcing, Influence, Co Selling, Reselling, Other

  • Internal Comments: Add notes to provide context on accounts

  • Messages: Leave notes for your partners to see

  • Opportunity: Attach opportunities from your CRM

  • Mine / Team view

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