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
2. Set up your team settings
3. Invite Users
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
6. Review/Configure Dashboards and Reports
This document covers the basics, there's always more!
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