this was a fantastic feature that crm, Accompany had (they were acquired in 2018)
Kevin Sun
•
Feb 28, 2023
Mor Levin is this feedback based on a contacts' professional profile, or more specifically on the notes you've left with them (or both?)
Mor Levin
•
Mar 2, 2023
Kevin Sun: Both! With a higher weight to notes left with them
Satoe Sakuma
•
Jun 6, 2021
Clay didn't have an email, but this was a push notification that opened up to the attendees profiles that you could click into and see their entire linkedin history, email interactions, and events. I found this helpful when I was meeting people for the first time and I could just click into a push notification and I could get a general gist of the people 10 min before the meeting.
Benuel Ganesan
•
May 25, 2021
Option to change frequency if possible. Sometimes it's the morning before, or you want the week ahead on a Monday morning. But yes, daily probably most useful.
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Comments7
Feb 20, 2025
Feb 8, 2025
Jillian Vorce
Sep 10, 2024
this was a fantastic feature that crm, Accompany had (they were acquired in 2018)
Kevin Sun
Feb 28, 2023
Mor Levin is this feedback based on a contacts' professional profile, or more specifically on the notes you've left with them (or both?)
Mor Levin
Mar 2, 2023
Kevin Sun: Both! With a higher weight to notes left with them
Satoe Sakuma
Jun 6, 2021
Clay didn't have an email, but this was a push notification that opened up to the attendees profiles that you could click into and see their entire linkedin history, email interactions, and events. I found this helpful when I was meeting people for the first time and I could just click into a push notification and I could get a general gist of the people 10 min before the meeting.
Benuel Ganesan
May 25, 2021
Option to change frequency if possible. Sometimes it's the morning before, or you want the week ahead on a Monday morning. But yes, daily probably most useful.