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katerina_nemcova
Helper ⭐️
Feb 12, 2019 9:59 AM UTC

Global Person 360 view?

So as we are exploring Person object more, we are wondering if there are any plans to build a Global Person view section like we have for Global Timeline or the Cockpit.

One place to go to:

  • view all contacts in Person/Company Person object and how these may connect with other accounts
  • add contacts without having to go into the individual C360s - same as we can now one can add Timelines
  • some pre-build KPIs or ability to build insights - ideally interactive: [list]
  • Stakeholders at risk
  • Who do we know across out top 10 strategic accounts?
  • Exec sponsors - last met/touched date - maybe show exceptions where last met/touched is >90 days
  • Top product users
  • etc
[/list]Knowing your stakeholders is critical and having one place to view all would be super helpful. I know a lot of this can be achieved via a dashboard but being able to add multiple contacts in one place would be great, as would be the ability to create views of stakeholders' health across important accounts/ customers at risk.



Thanks

Katerina



    3 replies

    angela_domenichelli
    Contributor ⭐️⭐️⭐️⭐️⭐️
    Apr 24, 2019 2:42 PM UTC
    We are also interested in this feature including integration with Linkd In to provide personnel updates and ensure the Person record has the current / correct title and role.

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    Angela Domenichelli (She/Her/Hers)
    kunal_bhat
    Helper ⭐️⭐️⭐️
    May 14, 2019 5:30 AM UTC
    @angela_domenichelli What you're asking for seems aligned to our Sponsor Tracking feature. Is this something you're currently using?

    Sponsor Tracking

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    angela_domenichelli
    Contributor ⭐️⭐️⭐️⭐️⭐️
    May 20, 2019 2:50 PM UTC
    We are not using Sponsor Tracking, but we are exploring it.

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    Angela Domenichelli (She/Her/Hers)