How do I add contacts I have emailed?
In the “Contacts” section of any Company page, you can view all contacts you’ve emailed. Navatar tracks email activity in your Outlook and displays it in your CRM. However, only the email subject and sender will be shown unless you manually save the email using the Outlook connector.
If a contact hasn’t been added to the CRM, Navatar will recognize the email domain and display the contact. You can identify contacts not in the system by the download button next to their name. Click this button and follow the steps to add the contact.
How can I see where the Company has been discussed? (tagged interactions)
On the left side of the Company record page, you’ll find the “Tagged” section. This section displays other records in the system that have been tagged to interactions with the Intermediary you’re viewing. You can see the Firms, People, and Deals that have been brought up in conversations with this Company.
The number to the right of each record indicates how many meetings the records have been tagged in, and the results in this section will be sorted by this column. You can click on this number to see the details of these meetings.
How can I add a new deal?
To create a new deal from the Company record page, click the “+” button in the “Deals” section then follow the steps to create the deal. Note that the “Company” field won’t be visible on this form, as the system automatically attaches the deal to the Company you’re viewing.
How can I review deals?
In the “Deals” section of the Company record page, you can view the deals that this Company has been a part of. This section displays basic information related to the deal, and you can click on the deal name to go to the deal record page.
How can I Review other firms/contacts/deals I have discussed with this company?
On the left side of the Company record page, you can find the “Tagged” section. This section displays the other firms, contacts, and deals that have been mentioned in conversations with or alongside this company.
The number to the right of each record indicates how many meetings the records have been tagged in, and the results in this section will be sorted by this column. You can click on this number to see the details of these meetings.
What details can I view in emails from Contacts?
Navatar displays all email activity with Contacts in your Outlook. By default, the system only logs the subject, sender, and recipients. If you want to save the full email body, you must do so manually using the Outlook Connector, and then it will be visible to everyone in the system.
See: Logging Emails in Navatar
Automatic Details
To view the email activity for a contact on the Company record page, check the email column on the right-hand side of the Contacts section. Clicking on the number will reveal details of all exchanged emails. Similarly, clicking on the Person icon to the left of the contact’s name will display a summary of their internal and external communications with your network.
Full Email Details
Saving an email via the Outlook Connector will create an interaction in the system, visible under the “Interactions” section at the top of the company record page. The section displays the four most recent interactions but clicking the “View All” button on the bottom right reveals all interactions. To view the details of any interaction, click on the subject of the email.
How can I review recent interactions?
You can see these from the “Interactions” section on the top of the Company record page. Here, you will see the four most recent interactions, but you can see the full interactions by clicking the “View All” button in the bottom right of this section. Click on the subject of any of these interactions to view the full interaction details.
How can I add meeting notes? (if haven’t been added)
From the Interactions Window
From the interactions section, you’ll be able to see which of the four most recent interactions do not have notes attached because they will have a blue “Add notes” button on the interaction card. Click this button to add notes.
From View All
To view all interactions linked to this company, click “View All” in the bottom-right corner of the “Interactions” section. Note that interactions without attached notes will have a blank “Details” column. To add notes, select the subject name to open the meeting note window, then click “Edit” in the top-right corner.
How can I view details about this record?
When accessing a company page, the Acuity tab will load by default, providing you with relationship intelligence related to that Company. To edit the specific details of the record, click on the “Details” tab from the tab menu at the top of the page.
How can I see what themes and clips have been tagged to this record?
The left side of the Intermediary record page contains the “Tagged” section. Here, you can view records that have been tagged in interactions with this company, as well as any Themes or Clips that this company is a part of. The “Themes” and “Clips” columns in this section allow you to view these connections.
How can I view relationship details on mobile?
From the Navatar Mobile app, you will be able to see any items that are directly related to the Company, such as Interactions, People, and Deals. You will only be able to see the tagged section from the main Navatar site.
Can I add this Company to a theme?
When researching firms to add to a theme, you can use the research tool to search for firms related to a certain keyword or phrase. Once you have found relevant firms, you can add them to a specific theme.
See: Research
Sometimes, such as when a new firm is created, you may know that it should be included in a specific theme. In this case, you can add the firm to a theme by clicking the “Add to Theme” button in the top right of the page and following the prompts to attach the firm to the correct theme.