Relationship Tracking and Targeting

Contact activity tracking

  • OnePlace looks at the activities that have contributed to the record and maps them by type and by day, week, month or year
  • The view is available on the contact record and company record
  • Allows a user to more effectively analyze the interactions with a contact and/or a company

The relationship map in OnePlace visualizes how all the relationships held against a company and contact are connected. More than just known-by relationships, the map displays other relationships types such as Board of Director and Previous Employer information. Filters add focus, for example by only showing a subset or certain types of relationships.

Professionals can easily and rapidly consume relationship data and use connections for additional insight or help when pursuing new business opportunities.

Relationship tracking and targeting