Introduction and Setup

Introduction and Setup

What is Engagio and how do I get started?

About this course

For those in Sales and new to Engagio, this is the perfect course to start with! Briefly familiarize yourself with what Engagio is, and why leveraging the insights will allow you to gather important intel to drive your accounts forward, hopefully to a closed-won opportunity! We'll walk through some introductory steps such as:

  • Creating and setting up your personal profile  to customize your experience using Engagio
  • Authenticating your email  to access emails & meetings relevant to your target accounts
  • And last but not least, installing your Scout  chrome-extension 

Curriculum

  • Introduction for Sales
  • What is Engagio?
  • Setting Up Your Profile
  • My Profile
  • Authorizing Your Email
  • Scout: Engagio's Chrome Extension
  • Installing Scout Chrome Extension

About this course

For those in Sales and new to Engagio, this is the perfect course to start with! Briefly familiarize yourself with what Engagio is, and why leveraging the insights will allow you to gather important intel to drive your accounts forward, hopefully to a closed-won opportunity! We'll walk through some introductory steps such as:

  • Creating and setting up your personal profile  to customize your experience using Engagio
  • Authenticating your email  to access emails & meetings relevant to your target accounts
  • And last but not least, installing your Scout  chrome-extension 

Curriculum

  • Introduction for Sales
  • What is Engagio?
  • Setting Up Your Profile
  • My Profile
  • Authorizing Your Email
  • Scout: Engagio's Chrome Extension
  • Installing Scout Chrome Extension