Engagio Inside of Salesforce

Engagio Inside of Salesforce

Learn how to leverage Engagio Insights inside of Salesforce!

About this course

Understand how to leverage Engagio's account insights where you normally live & breathe, which is probably inside of Salesforce! After completing the lessons in this course, you'll know how to:

  • Build and prioritize your target accounts using Salesforce account views
  • Understand how to read Engagio's native charts on your SFDC account & opportunity pages

Curriculum

  • Prioritizing A Territory
  • Account List View
  • Building Your Account View
  • Understanding an Account
  • Account Specific Data

About this course

Understand how to leverage Engagio's account insights where you normally live & breathe, which is probably inside of Salesforce! After completing the lessons in this course, you'll know how to:

  • Build and prioritize your target accounts using Salesforce account views
  • Understand how to read Engagio's native charts on your SFDC account & opportunity pages

Curriculum

  • Prioritizing A Territory
  • Account List View
  • Building Your Account View
  • Understanding an Account
  • Account Specific Data