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How do I use the Real-time View page for my companies.
How do I use the Real-time View page for my companies.

Learn how to access and review your companies in the Real-time View.

James M avatar
Written by James M
Updated over a week ago

Focus: The focus of this public FAQ/Self Help guide is to provide you with an overview and details for the Real-time View section of Cliently.

What is the Real Time View? The Real-time View is a live single pane of glass that gives the ability to see the interaction and intent of prospects as they’re happening and react instantly.

How can I use the Real-time View? The Real-time View page is designed to provide users with a list view of all the companies currently available in their Cliently account. This view will allow the user to see important information about each company with regards to their overall and most recent engagement across contacts who are associated with that company. This Live View is up to the minute content on who’s reading, clicking, watching, replying in real time so that you and your teams are staying on top of your sales process.

Event times shown on contacts: Please note any times shown on the Real-time View page will be shown in your current devices timezone. This is based upon your web browser/computer settings.

More updates coming soon! Please note: The Real-time View page is still in development, as we plan on adding more options to this page very soon. Be sure to check back often!

Step 1: Accessing Real-time View. On the left side navigation toolbar, click on the “Real-time View” icon.

Then use the top switcher to change from “Contacts” to “Companies”.

Step 2: Adding Companies In this next section, we will discuss how to add new companies.

2a: Access From the Dashboard or Real-time View page, you can add new contacts, by clicking on the top left side bar, the “+ Red button”. Here you will see the option to add companies.

2b: Fields… Next, you will see on the right side a pop up window that will ask you to fill in the fields for the companies. A name is required in order to save the company. Option to include an image is also provided.

Duplicates? Cliently will let you know if the company name has already been used in your account for the new company.

2c: Ready to add? Once you have filled in all the fields, click on the red “Create Company” button to add the new company to your account.

Added successfully

Step 3: Filtering and Recipes for company Cliently also offers many filters in order to do more specific type of filtering for your companies by different types of data. Including “Company Owner”, “Number of contacts per Company”, “Number of active flows across company” and much more.

Step 3-A: Adding filters and then saving for a recipe. Once you start adding filters a ‘save recipe’ button will display to take you through the steps to save your recipes.

For more of a general overview of how filtering and recipes work for companies using the Real-time View and how to share them across your team, click here for more details.

Step 4: Total amounts. The All Companies view, in the top left section of the screen, will provide an overview of the total number companies you have in your account.

Step 5: Company Search. On the right side of this screen, you will click on the ‘magnifying’ glass to access the company search field. Using this feature will allow you to search for companies or by contacts by using 3 or more characters. You can perform searches using the company name, the contact name or the contact’s email address. Up to 10 contacts will be shown in an open ended search. Once displayed, you can then click on the specific company to bring them up in the company view and review information pertaining to the contact. This can be done by using the columns in step 6.

Step 6: Breakdown of each column. In the following section, we will break down each contact and provide their individual details.

Step 6-A: Column Sorting. Last Engaged is set by default for sorting. However, you can also click on each column to sort. Sorting is defined by the following for each column:

  1. Name: alpha (a-z) by first name

  2. Last Engaged: sorts by most recent first

  3. Last Contacted: sorts by most recent first

  4. Next activity: sorts by most recent first

  5. Recent flow:

    1. Alpha > by title of flow (Any flow that has a name), then by NONE’s; then by,

    2. Status > Active, Not started, Stopped (None is already pushed to bottom); then by,

    3. Alpha > Contact First Name

  6. Number of contacts

  7. Active Flows

  8. Completed Flows

  9. Stopped Flows

  10. Error-ed Flows

  11. Not Started

  12. No Flow

  13. 7 day Engagement: highest to lowest (descending)

Step 6-B: Name Column. The name column will provide the company’s full name and website address (if added to the company record)

Accessing Company popup from the name link. By Clicking on the company name, you can access the company card. Here you can review the company fields. Add contacts, edit contacts, add and edit Deals, add company notes and view emails/videos actions that have been sent out to contacts who have been connected to the company.

Example Company card:

Step 6-C: Last Engaged. This highlights the most recent engagement from a company lead - this data is triggered by your digital outreach - i.e. email and video messages only. Engagement events include opened, links clicked (hyperlinks clicked in the email/video message), watched and replied. You can hover over the icons provided to show a more detailed review of the most recently engaged action. From the hover, you can access replies from your recipients and open the original message by using the vertical “ellipses”.

Step 6-D: Last Contacted. This highlights the most recent communication/engagement from a company lead - this data is triggered by your digital outreach - i.e. email and video messages sent, postcard sent, handwritten note sent, gift card sent or tasks completed. Hovering will allow you to view details of the latest contacted event, showing the date and time.

Step 6-E: Next Activity. If there is a scheduled action in the future, it will be listed here. Hover to see the scheduled date/time.

Step 6-F: Contacts. Here will show the number of contacts connected to the company.

Step 6-G: Flow status columns - These columns will provide details about flows that have been connected or not connected to the contact. Cliently will let you know if the flow is active, completed, stopped, errored, not assigned or no flow associated with the contact. You can hover over the field in the column to let you know the contact and which status they are in.

Step 6-H: 7-Day Engagement. Count of engagement activity across all company contacts over the last 7 days. The 7-day window includes today. You can then hover over the number for additional information on the exact number of email/video message action: replies, opens, clicks (hyperlinks), watches and“Sent by (email sent to you outside Cliently)”. that have taken place.

The icons for this column break down as follows:

Need Help? If you need any help with using the Real-time View - Companies page, please login to your Cliently Account and click on the red “Help/Chat” icon found on the bottom right side of your screen.

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