Documentation

This guide will dive into the different areas of an organization profile page and share some ideas about how to use each feature.

The organization profile page is the place to see anything you want to know about a specific organization that is active in your community. The page includes location, organization size, industry, estimated annual revenue, as well as the company’s social media handles.

Now there are a few additional features we want to highlight.

On this tab, we capture all of the activities performed by members of this organization in your community. This is the best way to see what members at this organization are doing and if it’s the right time to reach out and start a conversation.

If you want to look at activities performed on a specific platform, use the Filter dropdown to narrow down your results.

You can filter by platform or custom activity type.

The next tab we’ll look at is the Members tab. This is where you can see a list of all the people in this organization that are active in your community. Sort this list by Last Activity to see the most recently active members first.

Did you know? You can press 'D' on your keyboard as a shortcut to access this tab!

💡 Hover over the Presence chart to see specifically what actions that user performed in the past 365 days!

Here we can see what platforms a member is actively using as well as how many days they've performed an action on those platforms.

The last tab is Member Notes. This is where we compile all of the notes your team has taken on members that are part of this organization. It’s a great way to get a holistic view of all of your team notes and to see which members your team is paying attention to.

All notes that you and your teammates have taken about members in this company will be listed here.

And that’s it! In the future, we hope to add more features to make these Organization Profiles even more useful. If you have ideas for us, don’t hesitate to add them to Canny!