Product
Collaboration
Bookmarked reports
- Use the Save reports button in the top-right corner of the screen to save your preferred reports and filters. Next time you need them, they are already saved and already configured for use.
Advanced capabilities
- Explore our library of predefined report templates.
- Saved reports can be shared with colleagues.
Flags
- Rank opportunities in order of importance.
- Get an organized view of your opportunities based on your needs and interests, and you can share it with your colleagues in your organization.
Flags board
- It helps you and your team members to manage the flagged opportunities of your organization in a Kanban board.
- Filter by: who flagged it, owner, and deadline
Advanced capabilities
- Customize your flags, colors, and labels.
- The Kanban board can be filtered by user, status, or deadline.
Custom opportunity flags
- Rank opportunities in order of importance.
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You can create and customize flags for opportunities to help organize and prioritize them according to your specific needs.
- You can share it with your colleagues in your organization.
Buyer & partner tags
- Categorize buyers and contractors with custom tags: e.g., EU agency, client, partner, competitor.
- Manage your own tags and lists. Use lists in reports, alerts, and filtering.
Comments and history of opportunities
- Share comments on opportunities with your team members.
- Check the history of an opportunity, including past flags, changes, or comments.
- Team members can comment on opportunities to share updates and check the history of activities, including past comments, owners, and flags.
Self service
- Manage your organization, users, and access.
- Organization owners can manage their users, roles, and seats.
- Owners automatically have a seat, granting them full access.
Daily activity report email
- Receive e-mails with the activity of all colleagues, such as: flagged opportunities, comments, shared bookmarks (Saved reports).
- You can change your email preferences from your settings.
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