User Profile

Relationship Health Status KPI for Accounts


Hi I'm surprised that Relationship Health Status KPI field is not supported for the Account, so that we can get a view of the overall health of each account. Showing the "My Active Accounts by Relationship" view just gives you lots of --- The feature is great for seeing which opportunities need...

Read more...
0 Comments

Read more...
0 Comments

Category: Relationship Intelligence (Who Knows Whom, Talking Points, Notes Analysis) (31)

STATUS DETAILS
Needs Votes