NOVA Widget
Entity relationships
The widget allows you to link different entities to each other, which simplifies the work with information and increases the efficiency of the team. The widget allows you to get links between various entities, such as contacts, companies, deals, and lists. This allows you to quickly find the necessary information and analyze it, which helps to make more informed decisions. One of the main advantages of the Entity Relations widget is its ease of use. It is intuitive and does not require special knowledge to work with it.
If this widget does not solve all the tasks and requires improvement, we can refine it for you.
If this widget does not solve all the tasks and requires improvement, we can refine it for you.
HOW TO USE THE WIDGET
Related contacts/ companies in leads
In order to find related contacts/ companies of transactions, you need to turn the funnel into a list view.
Select the necessary transactions and actions to select either companies or contacts
Depending on the selected entity, the associated contacts/companies with these transactions will be displayed
Related leads/ companies in Contacts
In order to find related leads/ companies of contacts, you need to select the necessary contacts and then select either companies or leads.
Depending on the selected entity, related leads/companies with these contacts will be displayed
Related leads/ contacts in the company
In order to find related leads/ company contacts, you need to select the right companies and then select either contacts or leads
Depending on the selected entity, related leads/contacts with these companies will be displayed
Related leads in the lists
In order to find related transactions in the list, you need to select the desired products and select leads in the actions
All leads related to these products will be displayed
In order to find related contacts/ companies of transactions, you need to turn the funnel into a list view.
Select the necessary transactions and actions to select either companies or contacts
Depending on the selected entity, the associated contacts/companies with these transactions will be displayed
Related leads/ companies in Contacts
In order to find related leads/ companies of contacts, you need to select the necessary contacts and then select either companies or leads.
Depending on the selected entity, related leads/companies with these contacts will be displayed
Related leads/ contacts in the company
In order to find related leads/ company contacts, you need to select the right companies and then select either contacts or leads
Depending on the selected entity, related leads/contacts with these companies will be displayed
Related leads in the lists
In order to find related transactions in the list, you need to select the desired products and select leads in the actions
All leads related to these products will be displayed
