Email, Follow and Assign a Company

Learn how to manage companies in Dealfront by assigning, following, or sharing them with your team.

This video walks you through how to assign companies to yourself or others, unassign them, and add comments. You’ll also discover how to follow companies for real-time updates, receive email alerts when they visit your site, and share visit details via email or Slack.

Perfect for staying aligned with your team and tracking key account activity efficiently.

Video Transcript

Manage companies in Dealfront by assigning, following, or sharing them via email.
To assign a company, open its detail view.
Click the person icon in the top-right corner.
Select a Dealfront user from the dropdown. You can assign the company to yourself as well.
Add a comment if you'd like, and click 'Assign'.
To unassign a company, click the person icon again and it will show ´Assigned to you' and choose 'Unassign'.
Only users who’ve accepted their invitation to Dealfront will appear in this list.
You can click on the bell icon to track company activity more closely.
You’ll find all followed companies in the 'Followed Companies' feed.
You’ll receive email alerts when followed companies visit your website.
To share company visit details, click on the 3 dots in the right hand corner and you will have the option to send the company via email.
If you have slack or another one of our native collaboration tools, select the Slack channel you want to send the company details to.
Click 'Send' to share the visit details.
If a user isn’t showing, ask them to accept their Dealfront invite and refresh the page.