Lesson 99 · Sell with BuildBetter
Where is the full story of an account?
Follow the people, deals, promises and conversations.
You’ll be able to
- Read the account’s work
- Follow deals and promises
- Find conversations and people
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Transcript
You can now follow an account across its people, deals and promises.
Open Accounts and choose the company you want to understand.
Use Details to check the account's owner and relationship.
The overview brings together work across this account. Open an item to read what needs your attention.
Deals brings the account's opportunities together. Open one for its own details.
Promises separates what you owe the customer from what they owe you.
Use Activity to read recordings, email and notes across the account.
Return to Accounts and choose People to open a person's record.
Next up, work from a sales email thread.
