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Cheat Sheet: Add Partner Summary Section

Related products:CS AI
  • February 25, 2025
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  • Contributor ⭐️⭐️⭐️⭐️⭐️

We work with Partners - a lot. It would be awesome if your AI Cheat Sheet had a “Partners” section that looks at the timeline boundary parameters and provides a summary of active partners, quality of partner (relationship specific) and other insights/takeaways that are partner specific. It would be awesome if this information was then reportable in a way that could easily show which partners were on which accounts and the associated quality of those partners.