Single Partner Account Mapping

How to start uncovering insights after connecting your data source on Reveal

15 articles in this collection
Written by Delphine Le Person and Ayman Nadaf

Overviews

About Partnership Overviews

Everything you need to know about Overviews in Reveal

Written by Delphine Le Person
Updated over a week ago

Partner Account Mapping

Launch an Account Mapping

Written by Delphine Le Person
Updated over a week ago

Sort and Filter your Account Mapping

How to apply filters to Account Mappings

Written by Delphine Le Person
Updated over a week ago

Connect Google Sheets as a data source for offline partners

Written by Ayman Nadaf
Updated over a week ago

Define your Strategic Accounts

Put the emphasis on accounts that matter most - your Strategic Accounts

Written by Delphine Le Person
Updated over a week ago

Define your Private Accounts

How to make some of your accounts invisible to your partners

Written by Delphine Le Person
Updated over a week ago

Columns

Have full control over what you see and what you share

Written by Delphine Le Person
Updated over a week ago

Export your Account Mappings

How to save an Account Mapping in a .csv file

Written by Delphine Le Person
Updated over a week ago

Show Account Mapping Updates

How to emphasise the most recent updates in your mappings

Written by Delphine Le Person
Updated over a week ago

One-way Sharing

Run an account mapping on accounts hidden from your partners

Written by Delphine Le Person
Updated over a week ago

Offline Account Mapping

How to create an Offline Account Mapping

Written by Delphine Le Person
Updated over a week ago

Mapping your Lead records from Salesforce with partners

Learn about the Lead Overlaps view on Reveal

Written by Delphine Le Person
Updated over a week ago

New Prospects

Everything you need to know about New Prospects

Gain net new prospects from Partners - and share in return

Written by Delphine Le Person
Updated over a week ago

Viewing your New Prospects

Written by Ayman Nadaf
Updated over a week ago

Export New Prospects to CRM

Written by Ayman Nadaf
Updated over a week ago