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Viewing relationship intelligence
Viewing relationship intelligence

Find out who had the most recent email with, the most recent meeting with, and the most recent post referencing an account or contact.

Alyssa Theodore avatar
Written by Alyssa Theodore
Updated over 2 years ago

One of the benefits of having each member of an organization connect their email address to KnowledgeNet is the ability to surface the latest intelligence on all email, meeting, and post activity with accounts and contacts. This information is found in the "Relationship Intelligence" pane.

To view "Relationship Intelligence:"

  1. Start by finding your desired account/contact, either from your organization's Accounts or Contacts screens or by using the search bar in the upper right corner. Open that record.

  2. In the center of the screen you see a section called "Relationship Intelligence." Here are two examples showing accounts with varying levels of activity. Click the "See all activity" button to get additional details.

  3. Inside the Activities window, click on each button in turn to view emails, meetings, and mentions (instances where others in an organization have hash tagged that account/contact). The bodies of emails are hidden for privacy in this view.

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