Nudge Collaborators

Collaboration lets you see who can give you intros to prospects and key accounts. When you collaborate with someone, you’ll be able to see the strength of their relationships with other people.

Collaboration doesn’t share your relationship history, or your personal notes on a contact.

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Add Collaborators

• On the Collaborators page, click Recommendations
• Invite people you know to collaborate with you
• Once they confirm your invite, they will appear under Collaborators

 

Accept Invites to Collaborate

• On the Collaborators page, click Invites Received
• Accept invites to collaborate from people you know
• Once you accept their invite, they will appear under Collaborators

 

In the List view, your Collaborators let you see your strongest path to key contacts and accounts.

• Select any List
• Click on the Relationships tab
• Select a Collaborator to see if they have strong relationships with anyone in that List
• Select a contact to see which of your Collaborators has the best relationship with them
• Select the best possible path to a contact and click Ask for an Intro