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Track Research Progress

Why do this

Internal communication between a SDR and an AE is crucial when it comes to prioritizing the right accounts and acting on them. With Priority and Status you can easily pass on information that would otherwise require both team members on a call.

What we are doing

Open a Project . Go to Results . Select an account. In the top right corner you will be able to see two menus. Status and Priority . In the Status drop down bar, you will be able to select from In progress , Done , Disqualified . In the Priority drop down bar, you will be able to pick from No priority , P1 , P2 , P3 , Live deal . Set those two for all of your accounts, to communicate to anyone with access to the Project - Which accounts should be prioritized and what actions are to be taken?

What you get out

Clear on-app internal communication that doesn't require team members on a call. With Priority and Status you will be able to to pass on information such as which accounts does an AE need to prepare for a call.