Activity Filtering
This new search filter is for the high output teams that keep stepping on each others’ toes. Activity filtering adds a layer to your search criteria enabling you to exclude any business that your teammates are actively working on. Select the actions (i.e. notes, flags) and period of time (how recent) to give you a nice clean list. Whether you’ve got two bulls or 20 wolves, it’ll keep them in their lane. KB Article
Signals
We’re not sure if this will work, but we’re aiming to deliver about 5 businesses to you per week that we (the AI) predicts will have a 20% higher chance of becoming an opportunity. Basically, in testing, it is doing well at identifying true positives (google confusion matrix). Meaning you should score an appointment with one of those five businesses.
We’re basing the businesses to send you on the actions you take on the site, with Flags being split into primary/success (appointment, quoting, written) and secondary/interest (contacted, saved, follow up) actions. Why is nothing there yet? Because real AI actually takes time to be done properly.