OneInsight: Frequently asked questions
- What is the OneInsight Data Model?
- How can I (admin) provide users with different access options?
- Can I check for the latest changes that have been made within OneInsight by myself and other user accounts?
- Can I (admin) decide which person attributes should be displayed from Marketo in OneInsight?
- How are new users invited to OneInsight?
- How does the Sales team know which lead to contact next?
- How can OneInsight simplify the invitation process for events?
- What if the Sales Team would want to add a person to a Marketing Campaign?
- How does OneInsight make it easy for the Sales team to provide an individualized communication experience?
- How does OneInsight’s browser extension find relevant people?
- Why have my new “Field Management” settings not been updated?
- How can I hide information that has been collected as a form fill?
- What is the idea of adding smart campaigns to OneInsight (from Marketo )?
- Why can I not delete the “Default” filter?
- What is the idea of adding programs to OneInsight (from Marketo)?
- How can I control the user assignment?
- How do I keep an overview of my company’s lead lifecycle?
- How does my telemarketing team know who needs to be contacted?
- How can I engage a lead through OneInsight?
- How do I ensure I collect insights on a company level?