Six workflows that take a rep from an account change to a prepared conversation. Choose one to see how it works, then read what it does, who it is for, the plan it needs and the page that explains it in full.
Compare company attributes and inspect the reasons behind a match. Verify the facts before adding an account.
Net-new web discovery: Pro or Ultra, credits and usage limits. Owned-account comparison is a separate scope.
Illustrative workflow · Conceptual explanation, not a current product screen.
Management & coordination
Team questions start with a shared scope.
AE handoffs, territory coverage and manager coaching need a shared scope. They are team evaluation topics, separate from the individual Plus, Pro and Ultra plans. Access and available capabilities must be confirmed with Syntri.
AE handoff context
Discuss what needs to carry from qualification into discovery.