DATE:
AUTHOR:
The CoSell Development Team

Lyra

DATE:
AUTHOR: The CoSell Development Team

Improved UI for Accounts, Partners & Intros makes navigating the platform more intuitive and easy.

Intros, just a click away

  • User email addresses, across the platfrom, have been replaced with simple buttons to initiate contact.
  • The all new Intro Request Form allows you to message influencers and partners for warm introductions with their contacts, on your behalf. The form is easily accessible with the new 'Request Intro' & 'Offer Intro' buttons.
Buttons_CoSell.png

IntroForm_CoSell.png

Overlaps are now 'Intro Opportunities'

Accounts:

  • Your results will appear with the new button to Request / Offer Intros. No more filters for overlap type.
image.png

Partner Dashboard & Details Page:

  • Active & potential partner lists will only show the number of intro opportunities, rather than all types of overlaps.
  • If a partner has "Share all customers" enabled, all their customer accounts will be visible under 'Request Intros'
Partner2_CoSell.png

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