- Prioritizing A Territory
Account List View 2 min
Building Your Account View 2 min
- Understanding an Account
Account Specific Data 1 min
Tell Us What You Think
Learn how to leverage Engagio Insights where you're already spending your time.
What You’ll Learn:
- Understand how to leverage Engagio’s account insights where you typically spend your time.
- Build and prioritize your target accounts using Salesforce account views
- Understand how to read Engagio’s native charts on your Salesforce account and opportunity pages.
Who Should Take This Course:
This course is designed for salespeople who are looking to utilize Engagio without having to completely overhaul their current workflows. Benefit from insights directly from within Salesforce.
3 short video tutorials and roughly 7 mins.
Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view:
- Create an Account List from a Salesforce Account List View
- How to Create a Report for Accounts with Opportunities in Salesforce