Following enables you to quickly access and review the activities and updates of specific companies. Want to easily review what companies have had messages exchanged? Who has upcoming events or meetings? What documents were shared recently? Following helps you see what you need when you need it.
Note: Following companies are those that are included in your daily Wise and Shine report.
Access the Following tab at the top left of SalesWise. Any companies you are already Following are shown.
To add more companies to Following, simply search for the Company Name via the 'Find Company' box below.
Or, simply add the Suggested Companies by selecting (or de-selecting) the checkboxes next to each company name, and selecting the 'Follow selected companies' button.