Automations & Intelligence

• Best practices for designing health profiles
• Configure health profiles
• Health scoring (inputs)
• Health scoring (groups)
• Health scoring (account)

• Configure customer journeys
• Configure expansion signals

• Create and manage workflows
• Add a task action to a workflow
• Add an email action to a workflow
• Add a field update action to a workflow
• Monitor a workflow's actions
• Monitor a workflow's objective

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• Understand Post-Sales Forecasting
• Configure Post-Sales Forecasting settings
• Manage my deals
• Forecast revenue outcomes
• Track pipeline & revenue plans
• Track active deals