Buyer wants to re-engage in 6 months after choosing a POC with another vendor
A high-intent source of leads. Many closed-lost opportunities can become good prospects once a customer is up for renewal. This is a common practice for many sales orgs.
Tables are data pulled from your integrations
Relationships allow you to relate your different sources of data
Formulas are used to run calculations on your data
Triggers are a set of conditions that set a Workbook into play
Set a reminder for an account when engagement has fallen in the last three months.
Actions are events that take place once a Workbook is triggered
Send a message via slack to reengage.
Write backs are used to sync a value back to a field from your data