- Overview
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PeopleGlass Overview & Use Cases 2 min
- Installing PeopleGlass (for free!)
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Start using PeopleGlass
- Getting Started
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Creating Your First Sheet 2 min
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Customizing & Updating Your Sheets 3 min
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Sharing & Collaborating 2 min
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Conditional Formatting 1 min
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Opportunity Scorecards 2 min
- PeopleGlass Workflows
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Key Workflows for Sales Managers 2 min
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Key Workflows for Sales Reps 3 min
- Enhance PeopleGlass w/ Data Foundation
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PeopleGlass + Data Foundation 2 min
- End of Course Survey
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End of Course Survey
PeopleGlass
Save time instantly and boost your Salesforce hygiene with this handy tool
In this series of videos, you'll start to understand the time-saving power of PeopleGlass and the primary use cases for Sales Reps, Sales Managers, and Rev Ops Leaders.
You'll learn:
- How PeopleGlass saves you time by limiting the work you have to do in Salesforce
- How Managers and Rev Ops leaders can use it to keep tabs on their team's most important Accounts and Opportunities
- How to create and customize PeopleGlass sheets to show exactly what you want
- How to collaborate and share your sheets with others in your organization
Where to access PeopleGlass:
By taking this course, you acknowledge that Skilljar Inc. is providing training on behalf of People.ai, Inc. The information you provide when using this service will be processed by Skilljar. Furthermore, you acknowledge that you have read and agree to the People.ai Training Terms of Service and acknowledge the People.ai Privacy Policy and the Skilljar Privacy Policy.