Snapshot data in CRM
complete
G
Gabriel Tsoi
You will be able to see data points from the Snapshot Report captured as company data.
The value of the CRM comes from the data it holds. The Snapshot Report is a tool that shows how a business is doing online. Having this report's data inside the CRM helps you in prospecting, nurturing, and discovery journey throughout various stages in your client’s customer lifecycle.
You'll be able to:
- Look at things like grades, technology, reputation data, social media data, and more as part of the company table
- Filter and search on Snapshot data, alongside with other company data to find the list of company that match the criteria easily
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Jehan Zouak
complete
Snapshot data from all core sections is now available in the CRM! Learn more here.
Jehan Zouak
in progress
Reputation, social, and listings data are now available as Company fields. Advertising and website data is still to come.