InsightSquared Platform Help Center

Getting Started with Intellience360

Learn how to set up and configure InsightSquared Platform

4 articles in this collection
Written by James Davison, Lynn Herman, and Albert van der Waag

Platform: Administration and Troubleshooting

Setup, Configuration, Integrations, and Errors

9 articles in this collection
Written by Marcus Motill, James Davison, and Holly Jones

Reports

Create and edit custom reports based on your existing data.

1 article in this collection
Written by Lynn Herman

Opportunities / Pipeline

Inspect your opportunities and pipelines by automatically analyzing your sales activity and process.

7 articles in this collection
Written by Lynn Herman and James Davison

Dashboards and Cards

Dashboards with content cards illustrate custom datasets in quality visualizations.

6 articles in this collection
Written by Lynn Herman

Forecast Submission

4 articles in this collection
Written by Lynn Herman

Goals

1 article in this collection
Written by Lynn Herman

Conversational Intelligence

1 article in this collection
Written by Holly Jones

Activity / Engagement

2 articles in this collection
Written by Lynn Herman

Content

Everything about content, types, fields, features.

1 article in this collection
Written by Lynn Herman

Other Features

Dig deeper into IS2's powerful features that can help you sell more!

1 article in this collection
Written by Lynn Herman