User Best Practices Guide

ActiveIQ Overview User Success Tips and Tricks

• ActiveIQ User Tips
• Marketing Station To Sales Station Workflow
• *New: Global Search
• Using Filters in Marketing Station and Sales Station

Marketing Station Best Practices

• Marketing Station - How We Suggest You Use It
• Marketing Station Dashboard - A Snapshot Of Your Data
• Marketing Station - Opportunity Discovery & Lead Nurturing
• Marketing Station - Accounts & Contacts

Sales Station Best Practices

• Energy Directory Contacts Dashboard
• Sales Station - How We Suggest You Use It
• Sales Briefings in Sales Station
• Tasks Dashboard in Sales Station
• Sales Station - Sales Execution & Follow Up
• Sales Station Menu

See all 10 articles

Sales Pipeline Best Practices

• Sales Pipeline - How We Suggest You Use It
• Deal Management
• Potential Deals

EnergyIQ Best Practices

• EnergyIQ Dashboards Options - Regulatory Data & Project Intelligence
• EnergyIQ – How We Suggest You Use It
• Main Dashboard
• Matched Companies Dashboard
• All Activity Data (Full Data Dashboard)

Energy Directory Best Practices

• Energy Directory - Your Preloaded Rolodex of Opportunity
• Energy Directory - How We Suggest You Use It
• Activating Contacts to Sales Station
• Energy Directory - Precision Targeting & Search & Filtering

Intent Engine Best Practices

• Intent Engine - How We Suggest You Use It
• Buyer Interest & Targeting