Relationships with Service Providers

How do I add contacts I have emailed?

In the “Contacts” section of any Service Provider 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 Service Provider has been discussed? (tagged interactions)

On the left side of the Service Provider record page, you’ll find the “Tagged” section. This section displays other records in the system that have been tagged to interactions with the Service Provider you’re viewing. You can see the Firms, People, and Deals that have been brought up in conversations with this Service Provider.

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 this advisor to a deal?

The deals that you see from the Service Provider page are rolled up from the contacts associated with the account. Any Deals that contacts are listed as members of the deal team on will surface here on the Service Provider record. To add a Deal to this section, you will need to add a contact from this account to the Deal Team of a Deal.

See: Managing the Deal Team

How can I review associated deals?

In the “Deals” section of the Service Provider record page, you can see all of the Deals where contacts of this Service Provider have been members of the Deal Team. 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 advisor?

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 service provider.

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 service provider 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 service provider 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 service provider 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 service provider, 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 service provider page, the Acuity tab will load by default, providing you with relationship intelligence related to that service provider. 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 service provider page contains the “Tagged” section. Here, you can view records that have been tagged in interactions with this service provider, as well as any Themes or Clips that this service provider 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 Intermediary, 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 Service Provider 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 (Themes)

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.

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