The Success Center and Progress Bar is a new feature that Admins will see on your dashboard that shows you the progress you have made setting up your SalesIntel Account.
There are a number of tasks to complete in order to advance your progress to become a Salesintel Expert!
Click the "Learn what else SalesIntel can do for your team" link to see what tasks you've completed, and yet to complete.
Tasks
The following tasks are what need to be completed to move your way up to SalesIntel Expert!
|
Task Name |
When is it done? |
|
Integrated with a CRM, Marketing platform, or Cadence tool |
80% of active users are connected to an integration. |
|
Installed RevDriver |
80% of active users have Installed RevDriver |
|
Distributed all available full platform licenses |
Once all of your licenses have been distributed. |
|
Use Enrichment Credits |
When any users on your account have used Enrichment credits in the past week. |
|
VisitorIntel enabled |
VisitorIntel is set up on your account. |
|
Intent Automations enabled |
Set up at least 1 Intent Automation |
|
FormsIntel enabled |
Set up at least 1 Form |
|
News Alerts in use |
80% of active users have at least one News Alert |