Nov 18, 2024
This new property type lets you link data between projects. You can pull information from V7 Go source projects based on conditions you set.
References unlock:
Dynamic referencing. Pull in matching data from other projects automatically. For example, you can analyze Gong call transcripts involving a specific participant in one project, and then sum the deal values attached to those calls in a different one.
Manual matching. Need complete precision? You can manually filter and select specific matches for nuanced use cases.
Quick previews: Hover over matches for instant previews and snap to the source project in one click.
Whether it's enriching a project with relevant customer interactions or linking supporting documents to financial models, References help you connect all necessary data points with ease. Best of all, your data stays in sync automatically.
To see Reference Properties in action, check out this 90 second walkthrough.
Bill Leaver
Product manager