Navigating Flyout Profiles - CRM Tab

There are two main ways to navigate to a Creator/Influencer's Flyout Profile page: 

  1. Unity Search 
  2. VizSearch

Once you have located the specified Creator/Influencer you'd like to view, click on their name and a Flyout Profile page will appear, giving you various insights regarding that Creator/Influencer and their social media accounts. For more information about Unity Search and for articles about the rest of the tabs included in a Flyout Profile, please visit Unity Search.

Below we will go over what the CRM tab on a Flyout Profile includes.

CRM

This tab provides Customer Relationship Management information. It contains two subtabs, one for Notes and one for Lists.

 Information found under this tab includes:

  • Notes: if any are available, these will be notes made by any of the Marketer accounts within your Organization regarding how it was to work with the Creator/Influencer. You can click Add Note to add your own note about the Creator/Influencer here as well.

  • Lists: if this Creator/Influencer has been added to any lists by anyone in your Marketer account, it will show up here. If you click the three vertical dots next to the list (if one is available), you can click to Show List or Remove From List.


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