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
Status you can easily pass on information that would otherwise require both team members on a call.
What we are doing
Project . Go to
Results . Select an account. In the top right corner you will be able to see two menus.
Priority . In the
Status drop down bar, you will be able to select from
In progress ,
Disqualified . In the
Priority drop down bar, you will be able to pick from
No priority ,
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.