Sales Users: Platform Help & Useful Videos

A comprehensive library of on-demand videos and tutorials specific to sales workflows and achieving platform mastery.

How to use Priority Insights to Find Actionable Opportunities

How to do Exploratory Searches on All Feeds

How to use Fast Feedback buttons on platform to refine your priority feeds

How to Share an Insight with a Colleague, Channel Partner, or External Rep Firm

How to Check Insights Assigned to Me

How to Mark an Insight to Sync with your CRM