Collaborate with your team
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Collaborate with your team

  • PDF

Article summary

On the right side of the homepage is the Collaboration widget - your place to stay on top of things that need your attention and where you've asked others to collaborate.

This widget contains 2 tabs:

Received

See what needs your attention:

  • Comments on calls you hosted

  • Any time you were mentioned in a comment on any call or on an account, as well as new comments on accounts you follow

  • Times a call was shared with you

  • Scorecards filled out on your calls

  • Feedback requests

Sent

Follow up where you collaborated with others:

  • Comments you made on calls

  • Times you mentioned anyone else in a comment on a call or on an account, and any comments you made on an account

  • Your shared calls

  • Scorecards you filled out

  • Requests for feedback made by you

Tip: Manage this list:

  • Click dismiss.png to individual items to remove them

  • Click Dismiss all at the top of the list. to clear the list

Items older than 60 days are removed automatically.


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