SalesIntel

SalesIntel Administration

• SalesIntel User Roles
• Understand Credit Balances
• Assigning Export Credit Limits

How to Use SalesIntel

• Use SalesIntel Universal Search
• SalesIntel Search Filters
• Use SalesIntel PredictiveIntent in Searches
• Use Bombora Intent Data in Searches
• Export Contacts and Companies
• Export Technographic Data

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SalesIntel Integrations

• Available Export Fields and Field Types
• Configure the SalesIntel-HubSpot Integration
• Configure the SalesIntel-Marketo Integration
• Configure the SalesIntel-Microsoft Dynamics CRM Integration
• Configure the SalesIntel-Outreach Integration
• Configure the SalesIntel-Salesforce Integration

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Data Accuracy Tiers and Research on Demand

• Understand Human, Email, and Machine Verified Records
• Request Research on Demand (ROD)
• Auto Export For Research on Demand
• Turnaround Time (SLA) for Research on Demand

SalesIntel’s RevDriver

• Use SalesIntel’s RevDriver
• Use SalesIntel RevDriver+
• RevDriver Special Use Cases

VisitorIntel

• Understand VisitorIntel
• Use VisitorIntel

FormsIntel

• Understand FormsIntel
• Use FormsIntel for HubSpot
• Use FormsIntel for Marketo

Understanding Errors & Warnings

• Basic Troubleshooting
• Common Error Messages
• Hubspot - Workflow Off
• Export warning - SFDC validation

Downloadable User Guides

• Hubspot Enrichment User Guide
• Salesintel - Dynamics 365 Integration Guide
• SalesIntel Managed Package Installation and Configuration Guide (PDF)
• Marketo Enrichment User Guide
• SalesIntel-to-Salesforce Enrichment User Guide (PDF)