Collaborate as a team to build relationships

It’s never been easier to get strategic about how to connect with people and how to close the deal. New smart fields help you track the who and when of your team’s interactions with every lead.

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We’ve all heard the stories of silly sales mistakes:

• Reaching out cold when someone on your team could’ve made a warm intro
• Contacting someone thinking it’s a new opportunity, when it’s really a deal gone cold
• Looking disorganized because 2 team members contact the same lead

Now you can avoid messy mistakes by keeping track of:

• The date with “Team last interaction”
• The team member with “Last interaction by”
• And, of course, your interactions with “My last interaction”

Not to mention, the original fan favorite, “Strongest connection.”

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This latest update let’s you lean on your CRM to build trust and navigate relationships.

Sign in to try it for yourself.

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