How to customize Account & Contact Intelligence Layout

Every company has its own metrics, every product has its key events or activation milestones, and every team has its own playbooks. This is why you can customize the Account & Contact Intelligence layout to organize them according to what matters the most to your team. You can move, add or remove the widgets, reduce or increase the size.. etc

Pre-requisite

  • You are an Admin

Step by Step

  • Log into Salesforce, Outreach or Gong where MadKudu is installed

  • Go to any Account or Person and locate the Account iFrame or Person iFrame

  • Click on the icon Edit layout at the top right corner

  • you can now move widgets.

  • To add a widget click +Add widget and select the widget to add

  • To remove a widget click on 🗑 delete icon (you can still add it back)

  • When you’re done, click on Save layout. This saves it for all users.