Following, Groups, Inbox, and Notes

Following

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We are introducing a brand new page: Following. It brings every relationship and report you follow on the platform into once page giving you quick access to what you care about most. Any relationships you add are automatically followed.

To follow a relationship, click the new Follow button in the upper-right.
To follow a relationship, click the new Follow button in the upper-right.

Inbox

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The Inbox centralizes all of your in-app notifications in one place. Today this includes comments on reports you follow and coming soon we will include field updates to the companies you follow.

Here is a sneak preview of some of the notifications coming to your Inbox soon.
Here is a sneak preview of some of the notifications coming to your Inbox soon.

Groups

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The Groups tab shows you a list of every group that has contributed relationships. Click any of them to see a filtered list of what they have added. The Members tab lets you view individual users and their latest activity.

Notes

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We are adding a new feature: Notes. Notes are best when you want to quickly add unstructured data to any relationship. You can add them from the Add Relationship Data modal or on the new Notes tab of any relationship profile.