Skip to main content
Comments and tags enable collaboration on account intelligence across your team.

​
Adding Comments

  1. Click on any insight to open the detailed sidebar
  2. Navigate to the Comments section
  3. Write your comment in the text field

​
Tagging Colleagues

  1. Use the @ symbol to tag team members
  2. Select the person you want to tag
  3. Submit your comment
Tagged users receive notifications via email and in-app alerts.

​
Use Cases

  • SDR to AE: Highlight key insights for account strategy
  • AE to SDR: Point out specific outreach opportunities
  • AE to CSM: Share renewal-relevant intelligence
  • Team Collaboration: Coordinate on account planning