With a dozen to hundreds of accounts to handle, it is hard to know where to spend your time every day and stay on top of key things happening in your accounts. A buyer is visiting your pricing page? An admin is adding 10 new users? The account you thought dead because unresponsive for months is suddenly showing activity?
This is where the Email Digest comes into play. It is a curated daily recap of what landed in your playbook inbox and the top prospects you should focus on.
Click on any name iin the email to open their profile
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FAQ
How often it the Email digest?
By default, the email digest is sent Daily. You can adjust the frequency, time and timezone in your settings. Here is how
Can I unsubscribe from these emails?
Yes in your settings by changing the frequency to No email. Here is how
How can I change the list of accounts to receive updates on?
By changing your book of account. Here is how