The first time you log into the InsightSquared Revenue Intelligence Platform, you will be taken to the Actions Dashboard.  Here, you will be presented with three actions:

  1. Click on the "Set up Salesforce" or "Set up HubSpot" Action and then click on the "Activate" button and enable access.
  2. Click on the "Set up office365.com" or "Set up Google" Action and then click on the "Activate" button and enable access.

After all three steps are complete, you are ready to go! Refer to the support library for more information on features and how to use the InsightSquared Revenue Intelligence Platform.

If you run into any issues, please contact support.

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