What does it mean to star a contact or other entity?
Starring things is a way to indicate that the relationship or other entity is an important one for you - one you’d like to stay up-to-date on. When you star an entity (person, organization, opportunity, etc), two things will happen:
- You will receive notifications in Synap (and via desktop notification, if enabled) when anyone else from your team trades email, works a help desk ticket, or opens an opportunity with them (if you have the appropriate integrations set up). If you miss the notification when it happens, Synap will deliver it to you in your daily digest email the next morning.
- You will be able to filter your home page (main timeline) to show you only activities associated with those entities you have starred. This allows you to quickly clear out the noise of that timeline to see the most important activities quickly. The filter setting will be retained until changed by the user.
Why would I want to star entities?
Starring entities enables you to stay in the know with your most important contacts and projects without your colleagues needing to remember to copy you on their communications.
Which contacts or entities should I star?
For starters, we think it makes sense in most cases to star organizations, rather than individual people. That’s not to say that there aren’t exceptions to this rule, but most of the time you’ll want to know when anyone from your team has interacted with anyone from an organization that’s important to you.
Below are some examples of entities you may want to star, depending on your role:
- If you’re a Customer Success Manager, you may want to star your portfolio of clients.
- If you’re a CEO or COO, you may want to star your top clients, as well as those who may be particularly actively engaged with your organization right now.
- If you’re a Support Rep, your starred contacts may include those who contact your team often.
- And, if you’re a sales person, you may want to star the contacts who frequently serve as references for you. Or star the opportunities you're working on.
How do I star an entity?
Starring an entity is as easy as using the search bar to find and navigate to a contact or other entity and clicking or tapping the star icon in the header of the record, so that it’s shaded. That’s it. Once the entity is starred, you’ll start seeing notifications anytime anyone from your team interacts with it and can filter your main timeline for only activity associated with those starred entities.
Will I receive notifications for communications I’m a part of?
No, you will only receive notifications for interactions you’re not a part of for contacts you’ve starred. For example, if you have starred the Kabletown organization and you are copied on an email that Hank Hooper from Kabletown has sent to your teammate, you will not receive a notification. However, if Hank sent that email to only your teammate, you would receive a notification.