Reporting: Contacts Added
Nicole Tettke
4 steps
22 seconds
Google Chrome
Use this report to understand how many net-new contacts reps are finding and enriching via Centralize. This is a proxy to understand the amount of multi-threading that reps are doing to net-new contacts.
1
Overview of contacts added by month broken out by: 1. Manual - contacts that reps have manually added. This is rarely used by most reps. 2. Suggested - contacts added via the suggested contacts tab. 3. Chrome Extension - contacts added from the LinkedIn Chrome Extension.
2
Understand the total number of net-new contacts added. Below, if you hover over the month, you will have a break out by each source.
3
Click into the monthly stats to see a drill down of: 1. Date Added 2. Contacts Added 3. Associated Accounts 4. Added By which Rep 5. Persona 6. Category - *how* they were added
4
To export, click on "Export CSV"
Reporting: Contacts Added
Nicole Tettke
4 steps
22 seconds
Google Chrome
Use this report to understand how many net-new contacts reps are finding and enriching via Centralize. This is a proxy to understand the amount of multi-threading that reps are doing to net-new contacts.
1
Overview of contacts added by month broken out by: 1. Manual - contacts that reps have manually added. This is rarely used by most reps. 2. Suggested - contacts added via the suggested contacts tab. 3. Chrome Extension - contacts added from the LinkedIn Chrome Extension.
2
Understand the total number of net-new contacts added. Below, if you hover over the month, you will have a break out by each source.
3
Click into the monthly stats to see a drill down of: 1. Date Added 2. Contacts Added 3. Associated Accounts 4. Added By which Rep 5. Persona 6. Category - *how* they were added
4
To export, click on "Export CSV"
