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Everyday Essentials for Reps

7 courses·14 min total

Find the right accounts, understand them fast, and take action without missing a signal.

Navigating an Organization Page

1 min

Learn how to use organization pages to understand account context, research intent, and identify the right people to engage. This guide walks through the key profile sections, AI research tools, Prospector, and supporting tabs that help your team prioritize accounts and take action.

Navigating a Contact Page

3 min

Learn how to leverage Common Room's AI tools to generate and refine outreach messages for your community members. This guide shows you how to pull member data and customize AI-generated content to improve your professional engagement.

RoomieAI™ Summaries and Notifications

2 min

Common Room's built-in AI tool, RoomieAI, can be used to automatically generate intelligence on your contacts and accounts — surfacing the buyer activity that matters most across your book of business, so you always know who to engage, when, and why. This section will walk you through where to find these AI summaries and how to enable notifications to channels like Slack, so you can streamline this information to your team.

How to Create Personal Segment Notifications

1 min

Learn how to set up personal email notifications on your most important segments so you're alerted the moment a high-intent contact enters, exits, or changes status.

Prospecting Net New Contacts

3 min

This guide will walk you through how to leverage Common Room's Prospector. With Prospector, you can easily find new contact and organization profiles to add directly to your room, all backed by Common Room's constantly refreshed database of 400M+ B2B profiles.

Prospect Net New Prospects Directly in a Segment

1 min

The Prospector tab within a segment makes it easy to find net new contacts at the organizations you're already targeting. This is especially useful for prospecting into new accounts, multithreading active deals, and strengthening relationships within your existing customer base.

More courses

Start Here

4 courses·7 min total

Log in, get oriented, and set up your workspace basics, so you're ready to start finding your best buyers from day one.

Workspace Setup for Admins

15 courses·31 min total

Connect your data, configure scoring, and automate your workflows, so your workspace runs exactly the way your team needs it to.

Playbooks

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