Configuring Engage

Within the Guided Selling Managed Package version 9.0+, users are provided extensible configuration options to ensure they have the right information when working down Engage. This includes applying advanced filters to Engage, controlling what columns are visible, adding quick filters to the Engage layout, and controlling the filters, footer, and pagination on the page.

The result is a personalized experience that helps reps move quickly down Engage, save time when performing each action, and get additional information to better serve the needs of those that they are interacting with.

To configure Engage, users simply can select the “Settings” button to see all available options

Adding Filters

When the settings panel is open, users can view an “additional filters” block, these filters allow users to control the results that they can see on Engage. The available filters are:

• Action - Allows users the ability to filter Engage to view only calls, SMS messages, emails, or tasks
• Participant - Filtering of Engage to find actions specific to a particular lead or contact.
• Company - The ability to filter Engage by a specific company. This is helpful when wanting to perform a call block to individuals in the same organization all at once.
• Detail - The ability to filter details such as email and phone numbers

When a filter is applied, users will see Engage automatically refresh based on their additional filter selection.

Configuring the columns on Engage

There is relevant information that users can add to Engage based on the types of actions that they are providing. This helps them get contextual information that is relevant to their needs added to Engage and remove fields that are not necessary to their tasks at hand. The following fields can be added to Engage.

• No. - The number of the Action based on priority
• Participant - The name of the lead or contact being interacted with
• Participant Type - The type of record being interacted with (lead or contact)
• Company - The Company name of a lead or Account Name of a contact
• Due Today - A designation if the action is due today
• Due Date - The due date of the action
• Priority - A designation of High, Medium, and Low to designate the importance of the action
• Detail - Relevant information depending on the type of action to be performed.
• Sequence - The Sequence that the participant is currently enrolled in.
• Time Zone - The local time of the participant based on their area code. Note that if there is no time zone detected a result of “No Time Zone” will be added to the column
• Progress - The progress meter designates the step that the user is in within the sequence.

If users wish to re-order the columns they can do so by selecting each column name and dragging it to the desired position on Engage.

Adding Quick Filters to Engage

Users can also control what filters are visible on Engage in line with the settings button.

By default, all users will be able to view search within the quick filter bar and choose up to three filters to be visible on Engage

• Action
• Company
• Participant
• Detail

Adding Filters and Pagination

Users can leverage advanced filters to further control the layout on Engage.

Users can select a “Filter Headers” option to add inline filters to each of the columns that they add to engage. When selected, each filter will work similarly to the advanced or quick filters added to the page.

Users can select a “Table footer” option to be able to view the total number of actions on Engage.

By default, Engage provides a scrollable view of all actions that need to be performed by a user. Users can enable Pagination to be able to view lists of actions on Engage in blocks of 10 (default) or 100 records.