Hi! when someone accesses your data room and you see them show up in your data room visitor stats…is there a way to track this through their “connector” or “investor” profile in home?
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This is an excellent suggestion, unfortunately no way to see from within a pipeline somebody has visited a data room at a glance.
This is another solution however, if you're a power user: You can configure an Automation from within your data room to automatically move a prospect to a stage when they visit your data room.
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This is an excellent suggestion, unfortunately no way to see from within a pipeline somebody has visited a data room at a glance.
This is another solution however, if you're a power user: You can configure an Automation from within your data room to automatically move a prospect to a stage when they visit your data room.
This is another solution however, if you're a power user: You can configure an Automation from within your data room to automatically move a prospect to a stage when they visit your data room.
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