Getting Started with Intelligence360
- How do I enable the Intelligence360 Platform to access my Google email, calendar and drive?
- What is the Intelligence360 Platform?
- Getting Started with Intelligence360
- SAML Enabling Single Sign-On Setup: Intelligence360
- Pre-Implementation Considerations
- Introduction to the InsightSquared Revenue Intelligence Platform
Integrations
- Setup Google Integration
- Setup Office 365 Integration
- Supported System Integrations
- Adding Additional Data Sources
- How do I enable Intelligence360 to access Atlassian JIRA?
- How do I connect to Evernote?
Admin & Troubleshooting
- Troubleshooting Primary Integration Failure
- Is Intelligence360 Up or Down?
- How do I reconnect my failed integration?
- Troubleshooting Action Errors
- What to do when your primary integration user leaves your organization
- Adjusting the API Limits in your CRM Integration
Setup & Configuration
- Getting Started With Configuring Intelligence360
- Intelligence360 Service Level Objectives (SLO)
- Service Account Setup for Google Integration
- Service Account Setup for Office 365
- What do I need to know about switching email providers?
- Service Account FAQ
Team Wide Settings
User Management / Access & Visibility
- How Do I Add Users to the Intelligence360 Platform?
- Granting Visibility to CRM Opportunities and Accounts
- Content Authorization
- Email Alias
- How to Reset a User's Password
- How do I add/remove Intelligence360 Admin Access?
Hubspot Specific
Salesforce Specific
- How do I update my Salesforce OAuth security information?
- Mapping Custom Salesforce Fields in Intelligence360
- Intelligence360 Platform Lightning Record Pages
- Getting Started With the Intelligence360 Platform Salesforce Integration
- Intelligence360 Platform Salesforce Tabs
- SFDC Multi-Currency Support
Bullhorn Specific
Groups: Data Visibility & Feature Access
Actions
- Configuring Action Triggers
- Enabling or Disabling Actions
- Actions Best Practices
- Configuring Action Audience
- Action Preview
- Intelligence360 Predict
Advanced Actions
- Pre-populate String
- Pre-populate Integer / Decimal / Currency
- Pre-populate Dates
- Pre-populate Checkboxes
- Pre-populate / Create Lookup Picklists
- Create Picklists / Dependent Picklists / Multi-select Picklists
Instant Actions
Data Driven Actions
Hierarchy
- Getting Started with Custom User Hierarchy
- Hierarchy Setup & Usability
- Managing Intelligence360 Hierarchies
- How do I update an existing custom hierarchy?
- Using Hierarchy
- What is Intelligence360 Hierarchy?
Report Management
- Creating and Editing Reports
- All Reports Page
- CSV Data Export
- What content types can I report on with Intelligence360?
- How do I use Report Tags?
- How is Win Rate calculated?
Creating and Editing Reports
- Grid Trends
- Interactive Reports
- How do I filter to a relative date range for dates?
- How do I filter by number or amount?
- How do I filter by true / false?
- How do I filter by text?
Report Types (Visualizations)
- Headline Report
- Top Content Report
- Bar Chart Report
- Line Chart Report
- Pie Chart Report
- Creating an "Opportunities Moved to [Cycle Stage] Last Week" Card
Recurring Revenue (SaaS) Reports
Value360 Reporting
Out of the Box Reports
Opportunities / Pipeline
- Opportunities Pipeline Dashboard
- What can I see in Current Pipeline view?
- What can I see in Pipeline Activity View?
- What can I see in Pipeline Movement view?
- What can I see in Pipeline Progression view?
- Create a New Content Dashboard
Dashboards & Cards
Creating and Editing Dashboards
Out of the Box Dashboards
- Value360 Insights Dashboard Guide
- Exec Weekly Dashboard Guide
- Contact Engagement Dashboard Guide
- Lead Engagement Dashboard Guide
- Exec Weekly Dashboard (video)
- CRO Forecast Dashboard (video)
Out of the Box Staffing Dashboards
- Job Order Analysis Dashboard Guide
- Placement Analysis Dashboard Guide
- Staffing Activity Dashboard Guide (Bullhorn)
- Staffing Activity Dashboard
- Fill Rate By Activity Dashboard Guide
- Staffing Executive Overview Dashboard Guide
Creating & Editing Cards
Interactive Cards
Forecast Submission
Forecast Submission Features & Videos
- Selecting a Forecast Period [video]
- Forecast Segments [video]
- Forecast Types [video]
- Forecast Types
- Forecast Segments
- Selecting a Forecast Period
Submitting a Forecast
- Resetting a Forecasting Cell
- Opportunity Details and Forecast Adjustments
- Submitting a Forecast
- Notification and Review of Opp Value Updates from CRM
- Sync Team Forecast
- Managers: 4 Steps to Forecasting
Forecast Accuracy
Goals
- Creating Goals
- What content types can I create goals for?
- How do hierarchy changes impact goals?
- Goals Overview
- Creating Insights Cards + Goal Cards
- Exporting / Importing Goals
CI: Getting Started
- Conversational Intelligence: Go-Live Checklist
- Setting up your Teams in IS2 Conversational Intelligence
- Setting Up Job Titles in Conversational Intelligence
- Deciding Which Role a Person Needs in Conversational Intelligence
- Installing Zoom for IS2 Conversational Intelligence
- System Requirements for IS2 Conversational Intelligence
CI: Integrations
CI: FAQs
- How do I invite people to Join IS2 Conversational Intelligence?
- Changing User Settings in IS2 Conversational Intelligence
- Disabling a User in IS2 Conversational Intelligence
- Mark a Call Private in IS2 Conversational Intelligence
- How can I stop recording a conversation?
- How can I delete recordings or activities?
Machine Learning
- Machine Learning Overview
- Do I have enough data for machine learning models to be predictive?
- Advanced Sales Math // Win Rate by Activity Total
- Advanced Sales Math // Win Rate by Number of Meeting
- Advanced Sales Math // Win Rate by Number of Contacts
- Advanced Sales Math // Win Rate by Inbound Emails
Available Machine Learning Models
Administering Machine Learning
Engagement Properties
Activity by Day
- Activity by Day
- What can Activity by Day do for you?
- Out of the Box Activity Definitions
- Attachment/File Activity Types
- Managing Activity by Day
- Activity Definition Filters
Energy Score
Activity Sync
Content Authorization & Visibility
Content Properties & Types
Content Features
Inspection
- How can I inspect the details of a record?
- How can I inspect the activity of a record?
- How can I group or remove fields on a CRM record details pane?
- Enhanced Activity Pane
- Account Intelligence
- What is the People Dashboard?
Other Features
Release Notes
- February 2023 Release Notes
- January 2023 Release Notes
- November / December 2022 Release Notes
- October 2022 Release Notes
- September 2022 Release Notes
- August 2022 Release Notes