Email, Follow and Assign a Company

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.