-
Introduction to Insights for Effective Engagement: Sales Intelligence Tiles
-
System Layouts and What They Show You
-
Create and Customize a Layout
-
Summary with Best Practices and Reference Materials
-
Insights for Effective Engagement: Sales Intelligence Tiles Knowledge Check
-
Course Survey
Insights for Effective Engagement: Sales Intelligence Tiles
Learn how to use Sales Intelligence Tiles in Outreach to find insights quickly, personalize communication, and take action without switching between tools.
Sales Intelligence Tiles bring CRM fields, Outreach activity, and eligible integrated insights into one workspace. This course explains what system layouts contain, how tiles support your daily workflow, and how to create custom layouts that surface the insights you rely on most. You'll learn how to:
- Identify what Sales Intelligence Tiles are and where they appear
- Understand which insights tiles provide and how they support selling
- Navigate system layouts to find the information you need
- Create and customize a tile layout that supports your workflow*
- *If your instance allows