Getting Started With Configuring Intelligence360

Intelligence360 is a powerful revenue intelligence platform, and you'll need to make some key decisions along the way. Here's what you need to make sure you review as you get set up:

1. Connect your CRM

Intelligence360 currently supports three CRMs, you'll need to connect one of them

• Salesforce

• Hubspot

• Bullhorn

2. Set up your team settings

• Team Domains

• Partner Domains

• Team Time Zone

• Fiscal Start / End Date

3. Invite Users

• Invite them already!

• Verify your feature access

• Verify your data visibility

  • The defaults here should do most of the heavy lifting, contact your support rep for help!

4. Get more data!

• Map custom fields

• Verify email connections for your users

• Connect other systems/data

5. Review/Configure Activity

• Engagement Properties
• Activity by Day
• Energy Score
• Activity Sync

6. Review/Configure Dashboards and Reports

This document covers the basics, there's always more!