Jan 9, 2024 · To see detailed activity and related records for individual accounts, click the side panel icon (3) next to the account name. Review related case and ...

Jan 9, 2024 · Account Intelligence Views. The default Account Intelligence views are My Accounts and My Important Accounts. You can edit and rename default Account ...

7 days ago · To see the Intelligence View, users go to the Account tab and click Intelligence View. To return to the original list view, users can click List View. New ...

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Nov 3, 2023 · On the Search and Intelligence page, select the Insights tab, and then select Summary. The search usage reports are available to users with the search admin, ...

Feb 28, 2024 · Account intelligence is the process of gathering, analyzing, and interpreting data about target accounts to gain insights into their needs, challenges, and ...

Dec 19, 2023 · In Intelligence View, you can view lead or contact activities, act, and update records all in one place. You can view essential metrics from the intelligence ...

Oct 29, 2023 · To view the Access Intelligence Center:​​ Go to Admin > Dashboard > Access Intelligence Center and select the Access Intelligence Center or AIC Audit card.

Nov 24, 2023 · The Buyers Insight tab displays a timeline view of all buyers that have engaged with your PathFactory content experiences. In a table below it, you can see the ...