How do Relationship Analytics work?

Relationship analytics is a tool that helps you keep track of your communication with certain contacts.

When you go to the “people” section, you can select any contact to analyze the relationship. The data will appear in the blue card. Here, you can see that someone in your company last interacted with Kelley within the past day. Her status is green.

You can also click on the “more analysis” in the bottom right corner of the blue card (this is the equivalent to the “analysis” tab) to expand and see more info.

Here you can see the history of your company's interactions with this contact. This includes notes made about Kelley, action items pertaining to Kelley, e-mail interactions with Kelley, phone calls, and meetings with Kelley.

This tool is useful when you want to stay top-of-mind with contacts!

Another key aspect of the relationship analysis is the Status color:

There is green, gray, and red; progressing in color based on time that has passed since interaction with the contact.

Green is anyone your company has been in touch with for the last 30 days.

Gray is someone between 30 days and a year.

Red is anyone the company has not reached out in more than a year, UNLESS you have set a tag notification on this contact and the contact has not been reached out to in the time frame you've set.