- Getting Started
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Tables Overview & Use Cases 2 min
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Tables Navigation & Interface Tour 3 min
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Personalizing Your Tables 2 min
- Hands-on Learning
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Walkthrough: Essential Tables Features for Admins 8 min
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Guide: Table Creation Framework 5 min
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Lab: Customizing Your First Engagement Dashboard Table 10 min
- Supplemental Material
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Tables: Grouping 5 min
- End of Course Survey
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End of Course Survey
Engagement Dashboards: Tables for Admins
Quickly create and share dynamic Tables that help your teams win more revenue
With Engagement Dashboard Tables, you can combine your CRM and People.ai activity data in a snap, then share those Tables to designated teams to help them build more pipeline and win more revenue.
In this course, you'll learn how to:
- Translate business-level questions into insightful Tables
- Quickly create Tables for Accounts, Opportunities, and Teams using out-of-the-box templates
- Get the right data into your Tables and generate insights based on customizable targets
- Save and assign Tables to specific teams/individuals, and how to make Tables viewable by the entire organization
- Use "Relative Viewing" to create a dynamic Table that displays the information based on who's viewing it
Where to access Engagement Dashboard Tables:
Where you access these applications will depend on your organization's setup:
- People.ai Web Application
- Salesforce -- embedded application underneath the People.ai tab
- Don't have People.ai installed in Salesforce yet? Check out this article.
