Align Buyer and Seller Capabilities and Notifications

Overview

A mutual action plan (MAP) creates transparency between the buying team and the selling team. But that doesn't mean you need to share everything. Sellers have a few extra capabilities and can see a few different areas than Buyers. 

Seller-Specific MAP Capabilities

• Private and Draft Milestones (Creation, Commenting, Visibility)
• Adding and Editing Milestones
• Presentation Mode
• Timeline adjustments

MAP Activity Visibility

• Seller sees all activity
• Buyer will not see Private milestone activity
• Seller viewing a MAP is not recorded as an activity, but Buyers viewing MAP is recorded

Partner-Specific MAP Capabilities

• Currently, only two team types are supported in Align: Buyer vs Seller
• Depending on which side the Partner is added to, their capabilities will match either the Buyer’s or Seller’s capabilities

Notifications 🔔

Any user can set their email notification preferences from their profile; below are the default settings. 

Sellers

Sellers get email notifications for these events:
 

1. New Align account created
2. "Heads up" Milestone status moves to "At Risk"  
3. "Heads up" MAP status moves to "Late"
4. "Pst, someone mentioned you" Seller is @mentioned by name in either an action or a comment
5. "Knock Knock" a new person is requesting access to the MAP

Customers

Customers get a much more limited set of emails: 
 

1. "[Rep} requests your input" Invite to share the MAP
2. "Pst, someone mentioned you" Buyer is @mentioned by name in either an action or a comment
3. New magic link request (Buyer requests if they need a new access link)

Email examples

@mention email

This email comes from support@clari.com



 

Invitation email (reminder email)

This email is sent from [rep name] (via Clari) <no-reply@clari.com>. But, replies go to the Rep's business email.