Video Walkthrough of the Sales Intelligence Dashboard

Natalia Pruszak
Posts: 6

There are so many fantastic ways to customize your 6sense Sales Intelligence dashboard that I created this 7.5 minute video to share them all with you. By the end of this you'll have a streamlined configuration that matches your own prospecting needs.
Here's what I cover:
- Learn how to configure your 6sense dashboard preferences [:45]
- Understand what a 'hot account' is and how to configure all the various related filters [1:47]
- Get an overview of the data and graphs on the dashboard and learn how to set it up for your workstyle [5:51]
Tagged:
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Comments
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Love this, @Heather Foeh! I made some how-to videos on the same topic when I was with Striim. This will save me from needing to recreate them for CivicPlus.
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Yay!! Thanks @Brandon McBride! All the credit goes to @Natalia Pruszak (and I just made her the official author of the post so it's super clear!).
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@Natalia Pruszak Thank you!
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Amazing job, @Natalia Pruszak!!
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