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Personalize or provide role based access to RI features
Currently, the RI features, Insights, Auto Data Capture, Email Engagement, RA are global settings. This creates unnecessary performance overheads for the users who are internal users that don't need to see the RI information. It is good to have the RI features are personalized or aligned to Se...
Category: Relationship Intelligence (Who Knows Whom, Talking Points, Notes Analysis) (24)
Country/Region in Enrichment setup defaults to US and is less intuitive for users to change it
Current experience , while creating Enrichments (Brands or Interests), defaults the Country/Region to United States (English). The message we provide under the 'Define your Brands' or 'Define your interestss' is less intuitive. The message says the following: "Select up-to five brands or select ...
Category: Enrichments (5)