What is "Following"
"Following Users" saves you time by showing you only the prospects that are assigned to salespeople you manage. No more searching through your Coffee Report and Prospect List for each member of your sales team.
Filtered Coffee Reports
After you've Followed your team send an email to firstname.lastname@example.org requesting "Filtered Coffee Reports", we'll take care of it from there (we are developing a streamlined way to do this in the near future). Filtered Coffee Reports allows you to focus on your team and their prospects daily by only displaying prospects assigned to salespeople you Follow.
Filtered Prospect List
You can also filter your Prospect List by the salespeople you're Following. Do so by navigating to your Prospect List, then selecting "Filter by Following" at the bottom left of your Prospect List.
How to use "Following"
Step 1: Go to your Users page by clicking the Settings gear, then the Users option. Find the Settings gear in the top right of your Foureyes Tap screen.
Step 2: Click "FOLLOW" next to the names of the users you'd like to Follow.
To speak with your support team directly call (971)352-3450 or email email@example.com