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

10 articles in this collection
Written by Holly Jones and James Davison

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.

5 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

Release Notes

Check out the most recent updates and enhancements to the InsightSquared Platform!

1 article in this collection
Written by Holly Jones